Create Agile CRM tasks from new Microsoft Dynamics 365 CRM leads
Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM and Agile CRM with this workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, a task will be created in Agile CRM to help you stay organized and on top of your leads. Enhance your sales efficiency and reduce manual data entry with this seamless integration.
Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM and Agile CRM with this workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, a task will be created in Agile CRM to help you stay organized and on top of your leads. Enhance your sales efficiency and reduce manual data entry with this seamless integration.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Task
Create a Task for the Contact.
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