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Everhour + Microsoft Dynamics 365 CRM

Create tasks in Everhour for new contacts in Microsoft Dynamics 365 CRM

Effortlessly manage your sales process with this Microsoft Dynamics 365 CRM and Everhour integration. When new contacts are added in Microsoft Dynamics 365 CRM, this workflow creates corresponding tasks in Everhour, ensuring your team stays on track and focused on the most relevant leads. Streamline your sales engagement activities and say goodbye to manual data entry.

Effortlessly manage your sales process with this Microsoft Dynamics 365 CRM and Everhour integration. When new contacts are added in Microsoft Dynamics 365 CRM, this workflow creates corresponding tasks in Everhour, ensuring your team stays on track and focused on the most relevant leads. Streamline your sales engagement activities and say goodbye to manual data entry.

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

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    EverhourEverhour
    Create Task

    Creates a new task.

    ActionWrite
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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
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About Everhour

Everhour is a time tracking software equipped with budgeting, forward resource planning, expenses tracking, visual dashboards and flexible reports.
Learn more

Related categories

  • Time Tracking Software
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