Easy Project + Microsoft Dynamics 365 CRM

Create tasks in Easy Project for new leads in Microsoft Dynamics 365 CRM

Easily streamline your sales process with this automation that instantly creates tasks in Easy Project whenever a new lead is added to Microsoft Dynamics 365 CRM. Keep your team on track with assigned tasks and never miss a follow-up opportunity with potential clients. Ensure better productivity, improved lead management, and enhanced collaboration across your teams.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create TaskCreate a new task.
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and Easy Project

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Easy Project

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
- Owner
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Project
Trigger
Polling
Try It
- Project
- User
Trigger
Polling
Try It
- Subject
  Required
- Description
- Project
  Required
- Task type
  Required
- Priority
  Required
- Status
  Required
- Author
  Required
- Assigned to
- Start Date
- Due Date
Action
Write
- Entity Type
  Required
- Insert Project / Task / Milestone ID
  Required
- Name
  Required
- Total Amount
  Required
- Currency Code
- Date
  Required
- Description
Action
Write
- Entity Type
  Required
- Insert Project / Task / Milestone ID
  Required
- Name
  Required
- Total Amount
  Required
- Currency Code
- Date
  Required
- Description
Action
Write
- Project
- Task
  Required
- Subject Update
- Notes Update
- Status Update
- Priority Update
- Assigned to ID Update
Action
Write
- Name
  Required
- Project
Action
Search

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- Name
  Required
- Run on
  Required
- Project
Trigger
Instant
Try It
- Project Name
  Required
- Project Description
- Due Date
- Priority
  Required
Action
Write
- Project
  Required
- Task
- User
  Required
- Activity
  Required
- Hours
  Required
- Spent On date
  Required
- Comments
Action
Write
- Entity Type
  Required
- Insert Project / Task / Milestone ID
  Required
- Name
  Required
- Total Amount
  Required
- Currency Code
- Date
  Required
- Description
Action
Write
- Entity Type
  Required
- Insert Project / Task / Milestone ID
  Required
- Name
  Required
- Total Amount
  Required
- Currency Code
- Date
  Required
- Description
Action
Write
- Name
  Required
Action
Search
- Project Name
  Required
- Project Description
- Due Date
- Priority
  Required
Action
Search or write

About Easy Project

Easy Project is a professional project management software for you, your team and the whole company. Based on WBS, Gantt, Agile and other best PM practices. It is compatible with modules for Resources, Finances, Help Desk and CRM.

HelpHelp

Related categories

Project Management

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Microsoft

Premium

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Related Zap Templates

Create tasks in Easy Project for new contacts in Microsoft Dynamics 365 CRM

Related Zap Templates

Create tasks in Easy Project for new contacts in Microsoft Dynamics 365 CRM