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Flock + Microsoft Dynamics 365 CRM

Create Flock channel messages for new Microsoft Dynamics 365 CRM leads

Stay informed on your sales leads with this efficient workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it promptly sends a channel message in Flock, ensuring your team is up-to-date and ready to take action. This automation enhances your sales process and team collaboration, making sure no leads go unnoticed.

Stay informed on your sales leads with this efficient workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it promptly sends a channel message in Flock, ensuring your team is up-to-date and ready to take action. This automation enhances your sales process and team collaboration, making sure no leads go unnoticed.

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

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    FlockFlock
    Send Channel Message

    Post a new message to a channel you choose.

    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
flock logo
flock logo

About Flock

Flock is a communication app for teams that speeds up and simplifies your work life. It lets you connect with your team, get on video calls, manage projects with to-dos, polls and reminders. All of this and more over an interface that's polished-to-perfection!
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Related categories

  • Team Chat

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