Update Microsoft Dynamics 365 CRM leads when new Clio activities are created
Keep your leads updated in Microsoft Dynamics 365 CRM whenever there's new activity in Clio with this seamless workflow. When a new activity occurs in Clio, this automation will instantly update the corresponding lead in Dynamics 365 CRM, ensuring your sales team has the latest information for timely follow-ups. Stay organized and never miss an opportunity to connect with your leads.
Keep your leads updated in Microsoft Dynamics 365 CRM whenever there's new activity in Clio with this seamless workflow. When a new activity occurs in Clio, this automation will instantly update the corresponding lead in Dynamics 365 CRM, ensuring your sales team has the latest information for timely follow-ups. Stay organized and never miss an opportunity to connect with your leads.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update Lead
Updates a lead.
- Free forever for core features
- 14 day trial for premium features & apps