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Microsoft Dynamics 365 CRM + Smartsheet

Microsoft Dynamics 365 CRM + Smartsheet

Microsoft Dynamics 365 CRM + Smartsheet integrations

Update Smartsheet rows for new Microsoft Dynamics 365 CRM leads

Keep your sales team on track by automatically updating Smartsheet with new leads from Microsoft Dynamics 365 CRM. This workflow kicks in when a new lead is added in Microsoft Dynamics 365 CRM and instantly updates a row in Smartsheet with the lead information. Stay organized and never miss an opportunity to follow up on potential clients.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Update Row
    Update Row
    Update RowUpdate an existing row with new values. Requires a row ID.
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More things you can do with Microsoft Dynamics 365 CRM and Smartsheet

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Smartsheet

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    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.
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About Smartsheet
Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.
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