ClickUp + Microsoft Dynamics 365 CRM
Create folders in ClickUp for new leads in Microsoft Dynamics 365 CRM
Efficiently manage and organize your new leads with this seamless workflow between Microsoft Dynamics 365 CRM and ClickUp. When a new lead is created in Microsoft Dynamics 365 CRM, this automation will create a folder in ClickUp to help you keep track of important client information and tasks. Save time and stay on top of your sales pipeline by streamlining your lead management process.
Efficiently manage and organize your new leads with this seamless workflow between Microsoft Dynamics 365 CRM and ClickUp. When a new lead is created in Microsoft Dynamics 365 CRM, this automation will create a folder in ClickUp to help you keep track of important client information and tasks. Save time and stay on top of your sales pipeline by streamlining your lead management process.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Folder
Triggers when new folders are created.
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