ClickUp + Microsoft Dynamics 365 CRM
Create tasks in ClickUp for new leads in Microsoft Dynamics 365 CRM
Elevate your productivity with this seamless integration between Microsoft Dynamics 365 CRM and ClickUp. Whenever a new lead enters your Dynamics 365 CRM, a task will be promptly created in ClickUp. This efficient workflow simplifies your processes, keeping your tasks organized and ensuring you never miss a potential opportunity.
Elevate your productivity with this seamless integration between Microsoft Dynamics 365 CRM and ClickUp. Whenever a new lead enters your Dynamics 365 CRM, a task will be promptly created in ClickUp. This efficient workflow simplifies your processes, keeping your tasks organized and ensuring you never miss a potential opportunity.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps
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.
