Create new Smartsheet workspaces for Microsoft Dynamics 365 CRM leads
Efficiently manage new leads in Microsoft Dynamics 365 CRM by creating dedicated workspaces in Smartsheet for each one. This workflow streamlines your lead tracking process, saving you time and ensuring nothing falls through the cracks. Stay organized and boost productivity with this seamless automation between your CRM and project management tools.
Efficiently manage new leads in Microsoft Dynamics 365 CRM by creating dedicated workspaces in Smartsheet for each one. This workflow streamlines your lead tracking process, saving you time and ensuring nothing falls through the cracks. Stay organized and boost productivity with this seamless automation between your CRM and project management tools.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Workspace
Creates a Workspace.
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