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ClickUp + Microsoft Dynamics 365 CRM

Create ClickUp task comments for new Microsoft Dynamics 365 CRM leads

Stay organized and ensure prompt follow-ups on new leads with this efficient workflow. When a new lead is added in Microsoft Dynamics 365 CRM, a task comment will be posted in ClickUp, keeping your team informed and ready to take action. This automation ensures your sales process remains streamlined, saving time and improving lead management.

Stay organized and ensure prompt follow-ups on new leads with this efficient workflow. When a new lead is added in Microsoft Dynamics 365 CRM, a task comment will be posted in ClickUp, keeping your team informed and ready to take action. This automation ensures your sales process remains streamlined, saving time and improving lead management.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerPolling
  2. automatically do this!
    ClickUpClickUp
    Post a Task Comment

    Post a comment to a task

    ActionWrite
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Supported triggers and actions

    • Custom EntityRequired

    Trigger
    Polling
    Try It
    • Info

    Trigger
    Polling
    Try It
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About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

Related categories

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About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.