Microsoft Dynamics 365 CRM + Wrike
Create tasks in Wrike for new opportunities in Microsoft Dynamics 365 CRM
Stay on top of your sales workflow efficiently and effectively with this seamless integration between Microsoft Dynamics 365 CRM and Wrike. Whenever a new opportunity pops up in CRM, a corresponding task will be set up in Wrike instantly. This smooth process guarantees easy tracking and handling, ensuring no opportunity slips through the cracks. Transform your sales management process with this reliable, time-saving workflow.
Stay on top of your sales workflow efficiently and effectively with this seamless integration between Microsoft Dynamics 365 CRM and Wrike. Whenever a new opportunity pops up in CRM, a corresponding task will be set up in Wrike instantly. This smooth process guarantees easy tracking and handling, ensuring no opportunity slips through the cracks. Transform your sales management process with this reliable, time-saving workflow.
- When this happens...New Opportunity
Triggers when a new opportunity is created.
- automatically do this!Create Task
Create a new task.
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