Create tasks in Streak for new contacts in Microsoft Dynamics 365 CRM
Effortlessly manage your leads and tasks by connecting Microsoft Dynamics 365 CRM to Streak. This automation creates a new task in Streak whenever a new contact is added in Microsoft Dynamics 365 CRM. Stay organized and never miss a follow-up with this seamless workflow – ideal for sales, marketing, or support teams juggling multiple projects and contacts.
Effortlessly manage your leads and tasks by connecting Microsoft Dynamics 365 CRM to Streak. This automation creates a new task in Streak whenever a new contact is added in Microsoft Dynamics 365 CRM. Stay organized and never miss a follow-up with this seamless workflow – ideal for sales, marketing, or support teams juggling multiple projects and contacts.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Create a new Task on a Box.
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