Create Redtail CRM activities for new Microsoft Dynamics 365 CRM leads
Effortlessly keep your sales activities organized with this automation between Microsoft Dynamics 365 CRM and Redtail CRM. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create an activity in Redtail CRM to help you stay on top of your tasks. Save time and improve your efficiency by eliminating the need for manual data entry, ensuring a seamless connection between your CRM platforms for lead management.
Effortlessly keep your sales activities organized with this automation between Microsoft Dynamics 365 CRM and Redtail CRM. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create an activity in Redtail CRM to help you stay on top of your tasks. Save time and improve your efficiency by eliminating the need for manual data entry, ensuring a seamless connection between your CRM platforms for lead management.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Activity
Creates a new activity in your database.
- Free forever for core features
- 14 day trial for premium features & apps