Create or update Virtually members from new Microsoft Dynamics 365 CRM leads
Effortlessly manage your leads and members with this automation between Microsoft Dynamics 365 CRM and Virtually. Whenever a new lead is added in your Microsoft Dynamics 365 CRM, this workflow will create or update a member in your Virtually platform. Save time and improve efficiency by keeping your member database up-to-date seamlessly.
Effortlessly manage your leads and members with this automation between Microsoft Dynamics 365 CRM and Virtually. Whenever a new lead is added in your Microsoft Dynamics 365 CRM, this workflow will create or update a member in your Virtually platform. Save time and improve efficiency by keeping your member database up-to-date seamlessly.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create or Update Member
Creates a new member, or if a member with the given email address already exists, updates the member's name.
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