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.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!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
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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