Create tasks in LeadConnector for new leads in Microsoft Dynamics 365 CRM
Streamline your sales process and stay organized with this efficient workflow that connects Microsoft Dynamics 365 CRM and LeadConnector. When a new lead is added to your Dynamics CRM, a task will be instantly created in LeadConnector, ensuring that all relevant action items are easily accessible and centralized. Boost your sales team's productivity and never miss out on any critical opportunities with this seamless automation.
Streamline your sales process and stay organized with this efficient workflow that connects Microsoft Dynamics 365 CRM and LeadConnector. When a new lead is added to your Dynamics CRM, a task will be instantly created in LeadConnector, ensuring that all relevant action items are easily accessible and centralized. Boost your sales team's productivity and never miss out on any critical opportunities with this seamless automation.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add Task
Adds a task to the account.
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