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Microsoft Dynamics 365 CRM + Smartsheet

Microsoft Dynamics 365 CRM + Smartsheet

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.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Add Discussion to Row
    Add Discussion to Row
    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

  • 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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