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Apollo + Microsoft Dynamics 365 CRM

Create tasks in Apollo for new leads in Microsoft Dynamics 365 CRM

Efficiently manage new leads from Microsoft Dynamics 365 CRM by creating tasks in Apollo with this seamless workflow. Upon receiving a new lead in the CRM, a corresponding task will be generated in Apollo, ensuring that your team stays on top of their to-do list, leading to better lead engagement and conversion rates.

Efficiently manage new leads from Microsoft Dynamics 365 CRM by creating tasks in Apollo with this seamless workflow. Upon receiving a new lead in the CRM, a corresponding task will be generated in Apollo, ensuring that your team stays on top of their to-do list, leading to better lead engagement and conversion rates.

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

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    ApolloApollo
    Create Task

    Creates a Task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
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    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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apollo logo

About Apollo

Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.

Related categories

  • Sales & CRM
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

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