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Knack + Microsoft Dynamics 365 CRM

Create Knack records for new Microsoft Dynamics 365 CRM leads

Effortlessly streamline your lead management process with this easy-to-use workflow. When a new lead is added in Microsoft Dynamics 365 CRM, a record will be created in Knack, ensuring all your important lead information remains organized and accessible in one place. Save time and eliminate manual data entry, allowing you to focus on converting leads into customers.

Effortlessly streamline your lead management process with this easy-to-use workflow. When a new lead is added in Microsoft Dynamics 365 CRM, a record will be created in Knack, ensuring all your important lead information remains organized and accessible in one place. Save time and eliminate manual data entry, allowing you to focus on converting leads into customers.

  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!
    KnackKnack
    Create Record

    Creates a new record to your Knack database.

    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
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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About Knack

Knack is the easy way to build online databases and applications.
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Related categories

  • Databases

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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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