New leads in Microsoft Dynamics CRM — Updating accounts in Microsoft Dynamics CRM

The scenario catches new leads in Microsoft Dynamics CRM and updates accounts in Microsoft Dynamics CRM. Runs on its own, no manual copying.

  • A new contact from Microsoft Dynamics CRM updates the company's card in Microsoft Dynamics CRM right away.
  • The person-to-company link doesn't get lost.
  • You don't tie people to companies by hand.
Microsoft Dynamics CRM
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How it works

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

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

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

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