Metatask + Microsoft Dynamics 365 CRM
Trigger Metatask processes for new Microsoft Dynamics 365 CRM leads
Effortlessly manage your new leads from Microsoft Dynamics 365 CRM with this seamless workflow. Once a new lead is added in your CRM, it will initiate a process in the Metatask app to ensure timely follow-up and organization. Streamline your sales process and improve lead nurturing with this efficient automation.
Effortlessly manage your new leads from Microsoft Dynamics 365 CRM with this seamless workflow. Once a new lead is added in your CRM, it will initiate a process in the Metatask app to ensure timely follow-up and organization. Streamline your sales process and improve lead nurturing with this efficient automation.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Start Process
Starts a new process from a template (with line item support).
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About Metatask
Metatask is a simple tool to organize and control internal processes that lets normal users quickly build and execute business workflows.
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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.
