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Microsoft Dynamics 365 CRM + Nimble

Create Nimble tasks for new Microsoft Dynamics 365 CRM leads

Effortlessly manage your new leads from Microsoft Dynamics 365 CRM with this seamless workflow. Upon detecting a new lead in your CRM, a task is created in Nimble, ensuring timely follow-up and nurturing. This automation saves valuable time and helps your sales team stay organized, enabling them to focus on building strong relationships and closing deals.

Effortlessly manage your new leads from Microsoft Dynamics 365 CRM with this seamless workflow. Upon detecting a new lead in your CRM, a task is created in Nimble, ensuring timely follow-up and nurturing. This automation saves valuable time and helps your sales team stay organized, enabling them to focus on building strong relationships and closing deals.

  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!
    NimbleNimble
    Create Task

    Create a new task.

    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
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    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

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 Nimble

Social CRM Simplified. With Nimble’s social CRM, easily manage all your contacts, communications, activities and sales in one single place.

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