Create new Smartsheet rows for new Microsoft Dynamics 365 CRM leads
Effortlessly manage your new leads from Microsoft Dynamics 365 CRM by instantly sending their information to Smartsheet. With this workflow, every time a new lead is added to your CRM, their details will be captured in a Smartsheet row, ensuring seamless organization and increased efficiency in your sales process. Stay on top of your leads and boost productivity with this handy automation.
Effortlessly manage your new leads from Microsoft Dynamics 365 CRM by instantly sending their information to Smartsheet. With this workflow, every time a new lead is added to your CRM, their details will be captured in a Smartsheet row, ensuring seamless organization and increased efficiency in your sales process. Stay on top of your leads and boost productivity with this handy automation.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Send Row
Send a row via email.
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