Microsoft Dynamics 365 CRM integration with Yuccan Lead
How to Validate leads in Yuccan Lead when new opportunities are updated in 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 "Validate leads in Yuccan Lead when new opportunities are updated in 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 Yuccan Lead integrations
Yuccan Lead actions
Nekton can use any feature that is available in Yuccan Lead API.
Using our advanced AI, you can easily create custom automations for Yuccan Lead.
Here are some typical actions you can do in your automated workflows.
Archive Lead
Archive a Lead and set a custom message, if needed
Validate Lead
Updates a Lead to the next step
Find Lead
Finds a Lead matching your criterias
Affect Lead to Sales Rep
Affect an existing Lead to a Sales Rep in your team
Preregister Ambassador
Preregister an Ambassador in your program
Find Ambassador
Finds an Ambassador either with its email address or registered phone number
About Yuccan Lead
Yuccan Lead helps companies to build a custom referral program for their customers so that they can receive referrals from them