Create Groopit list choices for new Microsoft Dynamics 365 CRM leads
Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM and Groopit with this seamless workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, the automation will create a list choice in your Groopit app. This helps you keep track of potential clients, ensuring a smoother sales process and better collaboration with your team.
Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM and Groopit with this seamless workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, the automation will create a list choice in your Groopit app. This helps you keep track of potential clients, ensuring a smoother sales process and better collaboration with your team.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create List Choice
Adds a new choice to an existing list field, probably with input from previous steps.
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