Microsoft Dynamics 365 CRM + ShareFile
Create folders in ShareFile for new Microsoft Dynamics 365 CRM leads
Efficiently manage your leads and keep your team organized with this seamless workflow between Microsoft Dynamics 365 CRM and ShareFile. When a new lead is added in Microsoft Dynamics 365 CRM, this automation will create a dedicated folder in ShareFile to store all related documents and information. Stay organized and improve collaboration by ensuring that lead-specific resources are easily accessible and up-to-date.
Efficiently manage your leads and keep your team organized with this seamless workflow between Microsoft Dynamics 365 CRM and ShareFile. When a new lead is added in Microsoft Dynamics 365 CRM, this automation will create a dedicated folder in ShareFile to store all related documents and information. Stay organized and improve collaboration by ensuring that lead-specific resources are easily accessible and up-to-date.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Folder
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
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