Dropbox + Microsoft Dynamics 365 CRM
Organize new Microsoft Dynamics 365 CRM leads by moving files in Dropbox
Effortlessly manage your leads by connecting Microsoft Dynamics 365 CRM and Dropbox with this seamless workflow. When a new lead is created in Microsoft Dynamics 365 CRM, the automation will move a specific file to a designated Dropbox folder. This ensures all relevant documents associated with the leads are properly organized, helping you stay on top of your sales process.
Effortlessly manage your leads by connecting Microsoft Dynamics 365 CRM and Dropbox with this seamless workflow. When a new lead is created in Microsoft Dynamics 365 CRM, the automation will move a specific file to a designated Dropbox folder. This ensures all relevant documents associated with the leads are properly organized, helping you stay on top of your sales process.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Move File
Moves a file to a new location at the path you specify.
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