Update Coda rows when new leads are added in Microsoft Dynamics 365 CRM
Keep your CRM and project management tools in sync with this efficient workflow. When a new lead is added to Microsoft Dynamics 365 CRM, this automation updates a corresponding row in Coda, ensuring your team has the most up-to-date information. Stay organized and maintain consistent data across applications without any manual effort.
Keep your CRM and project management tools in sync with this efficient workflow. When a new lead is added to Microsoft Dynamics 365 CRM, this automation updates a corresponding row in Coda, ensuring your team has the most up-to-date information. Stay organized and maintain consistent data across applications without any manual effort.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Update Row
Updates an existing row in the selected table.
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