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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.

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

    Triggers when a new lead is created.

    TriggerPolling
  2. automatically do this!
    GoCanvasGoCanvas
    Create Dispatch

    Creates a GoCanvas Dispatch. Make sure Dispatch is enabled for your GoCanvas App.

    ActionWrite
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Supported triggers and actions

    • Custom EntityRequired

    Trigger
    Polling
    Try It
    • Info

    Trigger
    Polling
    Try It
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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.

Related categories

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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.