Microsoft Dynamics 365 CRM + Zoho Projects
Create Zoho Projects from new Microsoft Dynamics 365 CRM leads
Effortlessly keep track of new leads and manage projects with this seamless workflow between Microsoft Dynamics 365 CRM and Zoho Projects. When a new lead is added in Microsoft Dynamics 365 CRM, a corresponding project will be created in your Zoho Projects account, streamlining your workflow and ensuring all leads are managed efficiently. No more manual data transfers or missed opportunities – keep your projects organized and your team focused on what matters most.
Effortlessly keep track of new leads and manage projects with this seamless workflow between Microsoft Dynamics 365 CRM and Zoho Projects. When a new lead is added in Microsoft Dynamics 365 CRM, a corresponding project will be created in your Zoho Projects account, streamlining your workflow and ensuring all leads are managed efficiently. No more manual data transfers or missed opportunities – keep your projects organized and your team focused on what matters most.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Project
Creates a new Project.
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