Create tasks in Follow Up Boss for new leads in Microsoft Dynamics 365 CRM
Efficiently manage your leads and tasks with this seamless automation! Whenever you receive a new lead in Microsoft Dynamics 365 CRM, this workflow will automatically create a follow-up task in the Follow Up Boss app. Stay organized and never miss a step in nurturing your potential customers.
Efficiently manage your leads and tasks with this seamless automation! Whenever you receive a new lead in Microsoft Dynamics 365 CRM, this workflow will automatically create a follow-up task in the Follow Up Boss app. Stay organized and never miss a step in nurturing your potential customers.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Task
Create a task for a contact.
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