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Microsoft Dynamics 365 CRM + Runrun.it

Create tasks in Runrun.it for new leads in Microsoft Dynamics 365 CRM

Boost your team's productivity by automating your lead management process with this Microsoft Dynamics 365 CRM and Runrun.it workflow. When a new lead is added in Microsoft Dynamics 365 CRM, a corresponding task will be created in Runrun.it, ensuring your team stays informed and can promptly take action on the new lead. Say goodbye to manual data entry and streamline your sales process with this efficient automation solution.

Boost your team's productivity by automating your lead management process with this Microsoft Dynamics 365 CRM and Runrun.it workflow. When a new lead is added in Microsoft Dynamics 365 CRM, a corresponding task will be created in Runrun.it, ensuring your team stays informed and can promptly take action on the new lead. Say goodbye to manual data entry and streamline your sales process with this efficient automation solution.

  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!
    Runrun.itRunrun.it
    Create Task

    Creates 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
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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 Runrun.it

Runrun.it is a solution for task, time, and performance management. Simple, powerful and tightly integrated.

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