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Baton + Microsoft Dynamics 365 CRM

Baton + Microsoft Dynamics 365 CRM

Baton + Microsoft Dynamics 365 CRM integrations

Create projects in Baton for new leads in Microsoft Dynamics 365 CRM

Streamline your new lead management process by connecting Microsoft Dynamics 365 CRM with Baton. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, a project will be created in Baton. This efficient automation allows your sales team to focus on converting leads, while ensuring essential information is organized and accessible within Baton.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Project
    Create Project
    Create ProjectCreates a Project on Baton
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More things you can do with Microsoft Dynamics 365 CRM and Baton

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Baton

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About Baton
Baton is the leading platform for managing software implementations and customer onboarding.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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