Create tasks in Amazing Marvin for new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM and Amazing Marvin. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, a task will be created in Amazing Marvin, keeping your to-do list up to date. Stay organized and never miss a potential client as you grow your business.
Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM and Amazing Marvin. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, a task will be created in Amazing Marvin, keeping your to-do list up to date. Stay organized and never miss a potential client as you grow your business.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Task
Create a new Task.
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