Fellow + Microsoft Dynamics 365 CRM
Create action items in Fellow for new leads in Microsoft Dynamics 365 CRM
Effortlessly manage new leads from Microsoft Dynamics 365 CRM with this seamless automation. When a new lead is added in your CRM, this workflow creates an action item in the Fellow app to ensure efficient follow-ups and task organization. Spend less time manually transferring information and focus on converting leads into valuable customers.
Effortlessly manage new leads from Microsoft Dynamics 365 CRM with this seamless automation. When a new lead is added in your CRM, this workflow creates an action item in the Fellow app to ensure efficient follow-ups and task organization. Spend less time manually transferring information and focus on converting leads into valuable customers.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add Action Item
Creates an action item in a specified stream.
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