ClickUp + Microsoft Dynamics 365 CRM
Create tasks in ClickUp for new contacts in Microsoft Dynamics 365 CRM
Efficiently manage your tasks and maintain business relationships with this seamless workflow. When a new contact is added in Microsoft Dynamics 365 CRM, a corresponding task will be created in ClickUp, keeping your task list up-to-date and easily accessible. Stay organized and on top of your client interactions by effortlessly connecting your Microsoft Dynamics 365 CRM and ClickUp apps.
Efficiently manage your tasks and maintain business relationships with this seamless workflow. When a new contact is added in Microsoft Dynamics 365 CRM, a corresponding task will be created in ClickUp, keeping your task list up-to-date and easily accessible. Stay organized and on top of your client interactions by effortlessly connecting your Microsoft Dynamics 365 CRM and ClickUp apps.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps