Loading

Convo + Microsoft Dynamics 365 CRM

Create Convo posts for new Microsoft Dynamics 365 CRM leads

Stay on top of your new leads within Microsoft Dynamics 365 CRM by setting up this automation workflow. When a new lead is added in Dynamics 365, this workflow will create a post in Convo, keeping your team informed and up-to-date. Save time and maintain seamless communication with your team using this efficient integration.

Stay on top of your new leads within Microsoft Dynamics 365 CRM by setting up this automation workflow. When a new lead is added in Dynamics 365, this workflow will create a post in Convo, keeping your team informed and up-to-date. Save time and maintain seamless communication with your team using this efficient integration.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    ConvoConvo
    Create Post

    Creates a new post in Convo.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
convo logo
convo logo

About Convo

Convo is an Enterprise Social Network that helps you have actionable work conversations and file collaboration.
Help

Related categories

  • Team Collaboration

Similar apps

Yammer integrationsYammer integrations

Yammer

Microsoft, Team Chat
Podio integrationsPodio integrations

Podio

Project Management
Fleep integrationsFleep integrations

Fleep

Team Chat
microsoft-dynamics-crm logo

Similar apps

Pipedrive integrationsPipedrive integrations

Pipedrive

CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier