Archive boards in monday.com when new leads are added to Microsoft Dynamics 365 CRM
Effortlessly keep track of new leads in your Microsoft Dynamics 365 CRM by archiving them on a monday.com board. With this efficient workflow, whenever a new lead is added in CRM, it will be instantly archived on your chosen board in monday.com, ensuring a well-organized and streamlined process for managing leads and their information. Stay on top of your sales pipeline and improve productivity with this seamless integration.
Effortlessly keep track of new leads in your Microsoft Dynamics 365 CRM by archiving them on a monday.com board. With this efficient workflow, whenever a new lead is added in CRM, it will be instantly archived on your chosen board in monday.com, ensuring a well-organized and streamlined process for managing leads and their information. Stay on top of your sales pipeline and improve productivity with this seamless integration.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Archive Board
Archives a board
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