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.
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.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Task
Creates a new task in a specific column/swimlane on the board.
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