BDX Leads integration with Microsoft Dynamics 365 CRM
How to Add new BDX leads to Microsoft Dynamics 365 CRM
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new BDX leads to Microsoft Dynamics 365 CRM" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate BDX Leads integrations
BDX Leads actions
Nekton can use any feature that is available in BDX Leads API.
Using our advanced AI, you can easily create custom automations for BDX Leads.
Here are some typical actions you can do in your automated workflows.
New Lead
Triggers when a new BDX lead is created.
About BDX Leads
The BDX Leads app allows BDX listings clients to automatically port their BDX leads into any number of popular CRM systems without any coding. This setup can be completed in as little as 30 minutes.