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.
- Free forever for core features
- 14 day trial for premium features & apps