Take The Lead integration with Microsoft Dynamics 365 CRM
How to Add new leads in Take the Lead 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 leads in Take the Lead 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 Take The Lead integrations
Take The Lead actions
Nekton can use any feature that is available in Take The Lead API.
Using our advanced AI, you can easily create custom automations for Take The Lead.
Here are some typical actions you can do in your automated workflows.
New Lead
Triggers when a new lead is created.
About Take The Lead
Take The Lead enriches leads with a machine learning algorithm that matches anonymous website visitors to a proprietary network database of thousands of companies across the world.