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Chatwork + Microsoft Dynamics 365 CRM

Create tasks in Chatwork for new Microsoft Dynamics 365 CRM leads

Keep your team updated on new leads by connecting Microsoft Dynamics 365 CRM to Chatwork. With this workflow, whenever you receive a new lead in Microsoft Dynamics, it will create a task in Chatwork. Stay organized and ensure your team stays in the loop, all within your favorite chat platform.

Keep your team updated on new leads by connecting Microsoft Dynamics 365 CRM to Chatwork. With this workflow, whenever you receive a new lead in Microsoft Dynamics, it will create a task in Chatwork. Stay organized and ensure your team stays in the loop, all within your favorite chat platform.

  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!
    ChatworkChatwork
    Create Task

    Adds a new task in a specific group chat.

    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
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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About Chatwork

Keep your team focused and working together with Chatwork's team chat, tasks, video chats, and more in one place.
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Related categories

  • Team Chat

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