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KanbanFlow + Microsoft Dynamics 365 CRM

KanbanFlow + Microsoft Dynamics 365 CRM

KanbanFlow + Microsoft Dynamics 365 CRM integrations

Create KanbanFlow tasks for new Microsoft Dynamics 365 CRM leads

Effortlessly manage your leads from Microsoft Dynamics 365 CRM by automatically creating tasks in KanbanFlow with this seamless workflow. When a new lead is added in Microsoft Dynamics 365 CRM, a task will be generated in KanbanFlow to ensure every lead is tracked and organized. Enhance productivity and keep your sales team focused on what matters most – closing deals and building relationships.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Task
    Create Task
    Create TaskCreates a new task in a specific column/swimlane on the board.
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More things you can do with Microsoft Dynamics 365 CRM and KanbanFlow

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and KanbanFlow

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About KanbanFlow
KanbanFlow is a Lean project management tool for you and your team. Its intuitive user interface will get you up and running in a few minutes. It has a built-in task timer with support for the Pomodoro technique.
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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.
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