Coda + Microsoft Dynamics 365 CRM
Create rows in Coda for new Microsoft Dynamics 365 CRM leads
Efficiently manage your new leads from Microsoft Dynamics 365 CRM by automatically updating the information in your Coda app. With this workflow, whenever a new lead is added in Dynamics 365 CRM, the corresponding row in Coda will be created or updated, ensuring your team stays informed and can act on the latest information. Streamline your lead management process and keep your data organized with this seamless integration.
Efficiently manage your new leads from Microsoft Dynamics 365 CRM by automatically updating the information in your Coda app. With this workflow, whenever a new lead is added in Dynamics 365 CRM, the corresponding row in Coda will be created or updated, ensuring your team stays informed and can act on the latest information. Streamline your lead management process and keep your data organized with this seamless integration.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Upsert Row
Creates a new row or updates an existing row in the selected table by comparing incoming data against existing rows.
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