Update Smartsheet rows for new Microsoft Dynamics 365 CRM leads
Keep your sales team on track by automatically updating Smartsheet with new leads from Microsoft Dynamics 365 CRM. This workflow kicks in when a new lead is added in Microsoft Dynamics 365 CRM and instantly updates a row in Smartsheet with the lead information. Stay organized and never miss an opportunity to follow up on potential clients.
Keep your sales team on track by automatically updating Smartsheet with new leads from Microsoft Dynamics 365 CRM. This workflow kicks in when a new lead is added in Microsoft Dynamics 365 CRM and instantly updates a row in Smartsheet with the lead information. Stay organized and never miss an opportunity to follow up on potential clients.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!New Row Update
Update an existing row with new values. Requires a row ID.
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