Microsoft Dynamics 365 CRM + Smartsheet
Create discussions in Smartsheet rows for new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your sales leads by connecting Microsoft Dynamics 365 CRM and Smartsheet with this streamlined workflow. Whenever a new lead is created in your CRM, a discussion will be added to a specific row in Smartsheet, providing your team with instant updates. Save time and enhance collaboration, while ensuring all relevant information is captured and readily accessible.
Effortlessly manage your sales leads by connecting Microsoft Dynamics 365 CRM and Smartsheet with this streamlined workflow. Whenever a new lead is created in your CRM, a discussion will be added to a specific row in Smartsheet, providing your team with instant updates. Save time and enhance collaboration, while ensuring all relevant information is captured and readily accessible.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add Discussion to Row
Adds discussion to row.
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