ClickUp + Microsoft Dynamics 365 CRM
Create lists in ClickUp for new contacts in Microsoft Dynamics 365 CRM
Effortlessly keep your Microsoft Dynamics 365 CRM and ClickUp apps in sync with this automation. Each time a new contact is added to your CRM, a corresponding list will be created in ClickUp, making team collaboration seamless and organized. Save time and ensure all essential contact information is readily accessible in both platforms.
Effortlessly keep your Microsoft Dynamics 365 CRM and ClickUp apps in sync with this automation. Each time a new contact is added to your CRM, a corresponding list will be created in ClickUp, making team collaboration seamless and organized. Save time and ensure all essential contact information is readily accessible in both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create List
Triggers when new lists are created.
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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.
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Task ManagementAbout Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
