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Microsoft Dynamics 365 CRM + Motion

Create projects in Motion for new leads in Microsoft Dynamics 365 CRM

Effortlessly streamline your lead management process with this seamless workflow between Microsoft Dynamics 365 CRM and Motion. Whenever a new lead is added in Microsoft Dynamics 365 CRM, the automation instantly creates a project in Motion, helping you stay organized and promptly respond to potential customers. Save time, stay focused, and improve your lead nurturing with this efficient integration.

Effortlessly streamline your lead management process with this seamless workflow between Microsoft Dynamics 365 CRM and Motion. Whenever a new lead is added in Microsoft Dynamics 365 CRM, the automation instantly creates a project in Motion, helping you stay organized and promptly respond to potential customers. Save time, stay focused, and improve your lead nurturing with this efficient integration.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    MotionMotion
    Create Project

    Creates a new Motion Project

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It

    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    Updated Case/Incident

    Triggers when a case/incident has been updated.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    Updated Account

    Triggers when an account is updated.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    Updated Contact

    Triggers when a contact has been updated.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Case/Incident

    Triggers when a new case/incident is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Scheduled
    Try It
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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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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About Motion

Motion uses artificial intelligence to optimize your and your team’s day. It automatically prioritizes tasks, schedules meetings & resolves calendar conflicts.
Learn moreHelp

Related categories

Related Zap Templates

Related Zap Templates

  • Create projects in Motion for new contacts in Microsoft Dynamics 365 CRM

 

  • Create tasks in Motion for new contacts in Microsoft Dynamics 365 CRM

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