Checkvist + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM contacts to Checkvist as list items

Effortlessly manage your new Microsoft Dynamics 365 CRM contacts by adding them to Checkvist with this handy workflow. Once set up, every time a new contact is created in your Dynamics 365 CRM, a list item will be created in Checkvist, ensuring that you stay organized and updated without any manual work. Say goodbye to juggling between apps and enjoy a seamless process for keeping track of important contacts.

Effortlessly manage your new Microsoft Dynamics 365 CRM contacts by adding them to Checkvist with this handy workflow. Once set up, every time a new contact is created in your Dynamics 365 CRM, a list item will be created in Checkvist, ensuring that you stay organized and updated without any manual work. Say goodbye to juggling between apps and enjoy a seamless process for keeping track of important contacts.

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

    Triggers when a new contact is created.

    TriggerPolling
  2. automatically do this!
    CheckvistCheckvist
    Create List Item

    Creates a new item in a selected list.

    ActionWrite
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Supported triggers and actions

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checkvist logo

About Checkvist

Keyboard driven online outliner and task manager for teams and individuals. Capture your ideas and notes, create checklists and plans, share with colleagues, and get everything done — together.

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  • Task Management

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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 more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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