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.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    WrikeWrike
    Create Folder

    Create a new folder.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Case/Incident

    Triggers when a new case/incident is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Scheduled
    Try It
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microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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About 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.
Help

Related categories

  • Project Management

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