Create new projects in Timesheet for each new Microsoft Dynamics 365 CRM lead
Efficiently manage your new leads from Microsoft Dynamics 365 CRM by creating projects in the Timesheet app instantly. This workflow connects the two apps, ensuring a seamless transition and enhanced organization. Improve productivity and time management by having your projects set up and ready as soon as a lead comes in.
Efficiently manage your new leads from Microsoft Dynamics 365 CRM by creating projects in the Timesheet app instantly. This workflow connects the two apps, ensuring a seamless transition and enhanced organization. Improve productivity and time management by having your projects set up and ready as soon as a lead comes in.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Project
Creates a new Project.
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