New leads in microsoftDynamicsCrm — Finding records in Affinity

The scenario catches new leads in microsoftDynamicsCrm and finds records in Affinity. Runs on its own, no manual copying.

  • For every new client in microsoftDynamicsCrm, their record in Affinity is found right away, if it exists.
  • Duplicates stop multiplying — the check runs before you create anything.
  • A client's history is at hand from the first second.
Microsoft Dynamics CRM
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How it works

To pass leads from Affinity to Microsoft Dynamics CRM automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Schedule
  2. Then: Microsoft Dynamics Crm
  3. Then: Hubspot

You can launch this Affinity + Microsoft Dynamics CRM integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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