Create tasks in Any.do Personal for new leads in Microsoft Dynamics 365 CRM
Effortlessly stay on top of your new leads with this streamlined workflow between Microsoft Dynamics 365 CRM and Any.do Personal. When a new lead is added to your CRM, a task is created in Any.do Personal, ensuring you never miss a follow-up opportunity. Save time and improve your customer engagement with this seamless automation.
Effortlessly stay on top of your new leads with this streamlined workflow between Microsoft Dynamics 365 CRM and Any.do Personal. When a new lead is added to your CRM, a task is created in Any.do Personal, ensuring you never miss a follow-up opportunity. Save time and improve your customer engagement with this seamless automation.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Task
Creates a new task.
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