Add new Microsoft Dynamics 365 CRM leads to Checkvist as list items
Easily manage your new leads from Microsoft Dynamics 365 CRM by adding them directly to a Checkvist list with this seamless workflow. Once set up, each time a new lead is added in Microsoft Dynamics 365 CRM, a list item will be created in Checkvist, helping you stay organized and never miss a potential opportunity. Enhance your sales management with this efficient and streamlined process.
Easily manage your new leads from Microsoft Dynamics 365 CRM by adding them directly to a Checkvist list with this seamless workflow. Once set up, each time a new lead is added in Microsoft Dynamics 365 CRM, a list item will be created in Checkvist, helping you stay organized and never miss a potential opportunity. Enhance your sales management with this efficient and streamlined process.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create List Item
Creates a new item in a selected list.
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