Clockify + Microsoft Dynamics 365 CRM
Create Clockify clients from new Microsoft Dynamics 365 CRM leads
Efficiently track your new leads from Microsoft Dynamics 365 CRM by automatically creating clients in Clockify with this seamless workflow. Whenever a new lead is added in Dynamics 365, a corresponding client will be created in Clockify, streamlining your client management process and saving you valuable time. Stay organized and focused on building relationships with your leads while this automation takes care of the rest.
Efficiently track your new leads from Microsoft Dynamics 365 CRM by automatically creating clients in Clockify with this seamless workflow. Whenever a new lead is added in Dynamics 365, a corresponding client will be created in Clockify, streamlining your client management process and saving you valuable time. Stay organized and focused on building relationships with your leads while this automation takes care of the rest.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Client
Creates a client on a specified workspace.
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