Geckoboard + Microsoft Dynamics 365 CRM
Add new Microsoft Dynamics 365 CRM leads to Geckoboard as dataset records
Stay on top of new leads and visualize your sales pipeline with this seamless workflow between Microsoft Dynamics 365 CRM and Geckoboard. Once set up, this automation will add a new record to your Geckoboard dataset every time a lead is created in Microsoft Dynamics 365 CRM. Gain better insights into your sales process and make data-driven decisions to improve your conversion rates.
Stay on top of new leads and visualize your sales pipeline with this seamless workflow between Microsoft Dynamics 365 CRM and Geckoboard. Once set up, this automation will add a new record to your Geckoboard dataset every time a lead is created in Microsoft Dynamics 365 CRM. Gain better insights into your sales process and make data-driven decisions to improve your conversion rates.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add Record to Dataset
Adds a record to a Dataset
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