Wingmate integration with Microsoft Dynamics 365 CRM
How to Add new Wingmate 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 Wingmate 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 Wingmate integrations
Wingmate actions
Nekton can use any feature that is available in Wingmate API.
Using our advanced AI, you can easily create custom automations for Wingmate.
Here are some typical actions you can do in your automated workflows.
Create a Comment
Creates a new comment on an existing lead
Create a Lead
Creates a new lead
Create a Reward
Creates a new reward on an existing lead
Update a Comment
Updates the text field on an existing comment
Update a Lead
Updates an existing lead
Lookup a Lead by Custom Fields
Loads a Lead object that matches the specified search criteria.
About Wingmate
Grow, engage & simplify with the #1 in-field solution. Wingmate makes it easy for your people on-the-go to capture information and bridge communication.