Dropbox + Microsoft Dynamics 365 CRM
Create shared links in Dropbox for new leads in Microsoft Dynamics 365 CRM
Efficiently manage your sales leads by connecting Microsoft Dynamics 365 CRM to Dropbox. This workflow is activated when a new lead is added to your CRM and swiftly creates a shared link in Dropbox, making it simple to keep track of essential documents and collaborate with team members. Streamline your sales process with this seamless automation.
Efficiently manage your sales leads by connecting Microsoft Dynamics 365 CRM to Dropbox. This workflow is activated when a new lead is added to your CRM and swiftly creates a shared link in Dropbox, making it simple to keep track of essential documents and collaborate with team members. Streamline your sales process with this seamless automation.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Shared Link
Creates a shared link for a file.
- Free forever for core features
- 14 day trial for premium features & apps
