Create text files in Dropbox for new leads in Microsoft Dynamics 365 CRM
Save time and stay organized by instantly creating a text file in Dropbox when a new lead is added in Microsoft Dynamics 365 CRM. With this automation, each new lead will generate a corresponding text file, ensuring all vital information is stored securely and easy to access when you need it. Increase efficiency and keep your sales team on track with this seamless workflow.
Save time and stay organized by instantly creating a text file in Dropbox when a new lead is added in Microsoft Dynamics 365 CRM. With this automation, each new lead will generate a corresponding text file, ensuring all vital information is stored securely and easy to access when you need it. Increase efficiency and keep your sales team on track with this seamless workflow.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Text File
Creates a brand new text file from plain text content you specify.
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