Microsoft Dynamics 365 CRM + Smartsheet integrations
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.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!Add Discussion to RowAdds discussion to row.
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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
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Related categories
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Related Zap Templates
- Update Smartsheet discussions when Microsoft Dynamics 365 CRM contacts are updated
- Update Smartsheet rows for new Microsoft Dynamics 365 CRM leads
- Create new Smartsheet workspaces for Microsoft Dynamics 365 CRM leads
- Update Smartsheet rows when contacts are updated in Microsoft Dynamics 365 CRM
- Create rows in Smartsheet for new Microsoft Dynamics 365 CRM contacts
- Create new Smartsheet sheets from existing ones for new Microsoft Dynamics 365 CRM contacts
- Create new Smartsheet rows for new Microsoft Dynamics 365 CRM leads
- Update Smartsheet with new sheets when contacts are updated in Microsoft Dynamics 365 CRM
- Create Smartsheet workspaces for new Microsoft Dynamics 365 CRM contacts









