Microsoft Dynamics 365 CRM + Outpost

Create new Outpost companies from Microsoft Dynamics 365 CRM leads

Effortlessly manage your sales leads with this Microsoft Dynamics 365 CRM to Outpost workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it will create a company in Outpost, allowing you to keep track of potential clients and streamline your sales process. This automation ensures seamless communication between your CRM and email tools for efficient lead management.

Effortlessly manage your sales leads with this Microsoft Dynamics 365 CRM to Outpost workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it will create a company in Outpost, allowing you to keep track of potential clients and streamline your sales process. This automation ensures seamless communication between your CRM and email tools for efficient lead management.

  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!
    OutpostOutpost
    Create Company

    Action for creating company in outpost.

    ActionWrite
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Supported triggers and actions

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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outpost logo
outpost logo

About Outpost

Outpost is a Deal Flow Management Platform

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  • CRM (Customer Relationship Management)

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