Update multiple columns in monday.com when new leads are added in Microsoft Dynamics 365 CRM
Effortlessly manage your leads from Microsoft Dynamics 365 CRM by updating your monday.com boards when a new lead is added. This workflow helps you keep track of leads in real-time, ensuring all relevant columns in your monday.com board reflect the latest information from your CRM. Stay organized and enhance collaboration with your team for a more efficient sales process.
Effortlessly manage your leads from Microsoft Dynamics 365 CRM by updating your monday.com boards when a new lead is added. This workflow helps you keep track of leads in real-time, ensuring all relevant columns in your monday.com board reflect the latest information from your CRM. Stay organized and enhance collaboration with your team for a more efficient sales process.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Change Multiple Columns Value
Change multiple column values of an item
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