Create Harvest projects from new Microsoft Dynamics 365 CRM leads
Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM and Harvest with this automation. Whenever a new lead is added to Microsoft Dynamics 365 CRM, a corresponding project will be created in Harvest, ensuring your team stays organized and is ready to work on new opportunities. Stay on top of your sales process and save valuable time with this seamless workflow.
Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM and Harvest with this automation. Whenever a new lead is added to Microsoft Dynamics 365 CRM, a corresponding project will be created in Harvest, ensuring your team stays organized and is ready to work on new opportunities. Stay on top of your sales process and save valuable time with this seamless workflow.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Project
Creates a Project
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