Goava Discover integration with Microsoft Dynamics 365 CRM
How to Create Microsoft Dynamics 365 CRM accounts for newly qualified Goava Discover companies
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 "Create Microsoft Dynamics 365 CRM accounts for newly qualified Goava Discover companies" 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 Goava Discover integrations
Goava Discover actions
Nekton can use any feature that is available in Goava Discover API.
Using our advanced AI, you can easily create custom automations for Goava Discover.
Here are some typical actions you can do in your automated workflows.
Add Company to List
Use this to add a company to one of the default lists in Goava when a company meets certain criteria. For example when you've started a deal with the company or when a company becomes a customer.
Find Company
Provides list of companies by provided params
Company Qualified
Triggers when a company is added to "Qualified" lists in Goava Discover.
Export Contact
Triggers when you export a contact in Goava.
About Goava Discover
Goava is a Sales Intelligence tool that helps you Discover your best sales leads using our company database and a powerful recommendation engine.