Asana + Microsoft Dynamics 365 CRM
Create tasks in Asana for new leads in Microsoft Dynamics 365 CRM
Keep your team's tasks in Asana up-to-date with new leads in Microsoft Dynamics 365 CRM using this automation. Once set up, this workflow creates a task in Asana every time a new lead is added to your Microsoft Dynamics 365 CRM. This way, your team can efficiently track and manage leads, ensuring nothing falls through the cracks.
Keep your team's tasks in Asana up-to-date with new leads in Microsoft Dynamics 365 CRM using this automation. Once set up, this workflow creates a task in Asana every time a new lead is added to your Microsoft Dynamics 365 CRM. This way, your team can efficiently track and manage leads, ensuring nothing falls through the cracks.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Task
Adds a new task.
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About Asana
Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
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Task ManagementAbout Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
