MeisterTask + Microsoft Dynamics 365 CRM
Create tasks in MeisterTask for new leads in Microsoft Dynamics 365 CRM
Efficiently manage your leads from Microsoft Dynamics 365 CRM by creating tasks in MeisterTask with this seamless workflow. When a new lead is added to your CRM, a corresponding task will be created in MeisterTask, ensuring that your team stays organized and focused on nurturing leads. Save time and improve communication within your team with this powerful combination.
Efficiently manage your leads from Microsoft Dynamics 365 CRM by creating tasks in MeisterTask with this seamless workflow. When a new lead is added to your CRM, a corresponding task will be created in MeisterTask, ensuring that your team stays organized and focused on nurturing leads. Save time and improve communication within your team with this powerful combination.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Task
Creates a new task.
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