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Groopit + Microsoft Dynamics 365 CRM

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.

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

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    GroopitGroopit
    Create List Choice

    Adds a new choice to an existing list field, probably with input from previous steps.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
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Related categories

  • Forms & Surveys

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