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Hubstaff + Microsoft Dynamics 365 CRM

Create new Hubstaff clients from new Microsoft Dynamics 365 CRM leads

Effortlessly manage your leads and clients in one place with this workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it creates a client in Hubstaff, streamlining your lead-to-client conversion process. Stay organized and save time by automating your sales and project management workflow.

Effortlessly manage your leads and clients in one place with this workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it creates a client in Hubstaff, streamlining your lead-to-client conversion process. Stay organized and save time by automating your sales and project management workflow.

  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!
    HubstaffHubstaff
    Create Client

    Creates a new client.

    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
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    • Custom EntityRequired

    Trigger
    Scheduled
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About Hubstaff

Hubstaff is a time tracking tool that helps distributed teams boost productivity while streamlining admin tasks like timesheets, to-do and project management, and payroll.

Related categories

  • Productivity
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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.
Learn moreHelp

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