Checkvist + Microsoft Dynamics 365 CRM
Add new Microsoft Dynamics 365 CRM leads to Checkvist as list items
Easily manage your new leads from Microsoft Dynamics 365 CRM by adding them directly to a Checkvist list with this seamless workflow. Once set up, each time a new lead is added in Microsoft Dynamics 365 CRM, a list item will be created in Checkvist, helping you stay organized and never miss a potential opportunity. Enhance your sales management with this efficient and streamlined process.
Easily manage your new leads from Microsoft Dynamics 365 CRM by adding them directly to a Checkvist list with this seamless workflow. Once set up, each time a new lead is added in Microsoft Dynamics 365 CRM, a list item will be created in Checkvist, helping you stay organized and never miss a potential opportunity. Enhance your sales management with this efficient and streamlined process.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create List Item
Creates a new item in a selected list.
- Free forever for core features
- 14 day trial for premium features & apps
