Microsoft Dynamics 365 CRM + Wrike
Create Wrike folders for new Microsoft Dynamics 365 CRM leads
Efficiently manage your sales leads with this effortless workflow. When a new lead is added in Microsoft Dynamics 365 CRM, a corresponding folder is created in Wrike, helping you organize lead-related information and tasks in a structured manner. Save time and stay focused on turning those leads into customers with this seamless automation.
Efficiently manage your sales leads with this effortless workflow. When a new lead is added in Microsoft Dynamics 365 CRM, a corresponding folder is created in Wrike, helping you organize lead-related information and tasks in a structured manner. Save time and stay focused on turning those leads into customers with this seamless automation.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Folder
Create a new folder.
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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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Wrike
Wrike is a flexible project management and collaboration platform that enables you to organize your projects, tasks, plans and discussions. It helps you sync your team’s efforts and track your work progress in real time.
