New lead in Microsoft Dynamics 365 CRM creates and adds row to Microsoft Excel table
Handle your CRM leads in a more efficient manner using this Microsoft Dynamics 365 CRM to Microsoft Excel workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, the corresponding details are immediately inserted as a new row in your specified Excel table. This automation ensures optimal data organization and seamless access to your lead information, streamlining your sales and marketing processes.
Handle your CRM leads in a more efficient manner using this Microsoft Dynamics 365 CRM to Microsoft Excel workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, the corresponding details are immediately inserted as a new row in your specified Excel table. This automation ensures optimal data organization and seamless access to your lead information, streamlining your sales and marketing processes.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
- Free forever for core features
- 14 day trial for premium features & apps