Amazing Marvin + Microsoft Dynamics 365 CRM

Create tasks in Amazing Marvin for new leads in Microsoft Dynamics 365 CRM

Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM and Amazing Marvin. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, a task will be created in Amazing Marvin, keeping your to-do list up to date. Stay organized and never miss a potential client as you grow your business.

Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM and Amazing Marvin. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, a task will be created in Amazing Marvin, keeping your to-do list up to date. Stay organized and never miss a potential client as you grow your business.

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

    Triggers when a new lead is created.

    TriggerPolling
  2. automatically do this!
    Amazing MarvinAmazing Marvin
    Create Task

    Create a new Task.

    ActionWrite
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Supported triggers and actions

amazing-marvin logo
amazing-marvin logo

About Amazing Marvin

Amazing Marvin is a customizable task manager that is designed using behavioral psychology to help you get more done while feeling less stressed.
Learn more

Related categories

  • Task Management
microsoft-dynamics-crm logo
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 more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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