GoCanvas + Microsoft Dynamics 365 CRM
Create GoCanvas dispatches for new Microsoft Dynamics 365 CRM leads
Efficiently manage your leads and streamline your process with this workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it will create a new lead in GoCanvas, keeping your team up to date with the latest leads. Say goodbye to manual data entry and focus on converting those leads into customers.
Efficiently manage your leads and streamline your process with this workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it will create a new lead in GoCanvas, keeping your team up to date with the latest leads. Say goodbye to manual data entry and focus on converting those leads into customers.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Dispatch
Creates a GoCanvas Dispatch. Make sure Dispatch is enabled for your GoCanvas App.
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About GoCanvas
GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Customize your own mobile inspections, work orders, time cards, invoices, waivers and much more. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
