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Microsoft Dynamics 365 CRM + Stacker

Create new Stacker records for every new lead in Microsoft Dynamics 365 CRM

Effortlessly manage your leads with this seamless workflow between Microsoft Dynamics 365 CRM and Stacker. When a new lead is added in Dynamics 365 CRM, a new record will be created in Stacker. This integration streamlines your lead management process, ensuring that your sales team can efficiently track and prioritize leads without any manual data entry.

Effortlessly manage your leads with this seamless workflow between Microsoft Dynamics 365 CRM and Stacker. When a new lead is added in Dynamics 365 CRM, a new record will be created in Stacker. This integration streamlines your lead management process, ensuring that your sales team can efficiently track and prioritize leads without any manual data entry.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerPolling
  2. automatically do this!
    StackerStacker
    Create New Record

    Creates a new Record

    ActionWrite
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Supported triggers and actions

    • Custom EntityRequired

    Trigger
    Polling
    Try It
    • Info

    Trigger
    Polling
    Try It
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