Create records in Workiom for new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your leads from Microsoft Dynamics 365 CRM by implementing this automation workflow. Whenever a new lead is added in the CRM, a corresponding record will be created in the Workiom app, ensuring seamless lead tracking and organization. Streamline your sales process, save time, and keep your team focused on converting leads to customers with this efficient solution.
Effortlessly manage your leads from Microsoft Dynamics 365 CRM by implementing this automation workflow. Whenever a new lead is added in the CRM, a corresponding record will be created in the Workiom app, ensuring seamless lead tracking and organization. Streamline your sales process, save time, and keep your team focused on converting leads to customers with this efficient solution.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Record
Create new record in a list.
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