Create updates in monday.com from new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM and monday.com with this seamless workflow. As soon as a new lead is created in your CRM, an item will be created or updated in monday.com, ensuring your team stays organized and up-to-date. This automation saves valuable time and helps your sales team focus on what's important – closing deals.
Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM and monday.com with this seamless workflow. As soon as a new lead is created in your CRM, an item will be created or updated in monday.com, ensuring your team stays organized and up-to-date. This automation saves valuable time and helps your sales team focus on what's important – closing deals.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Update
Create a new update.
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