Microsoft Dynamics 365 CRM + Skipio

Create Skipio events for new Microsoft Dynamics 365 CRM leads

Effortlessly keep track of new leads in Microsoft Dynamics 365 CRM by creating events in Skipio. With this workflow, every time a new lead is added in Dynamics 365 CRM, an event will be scheduled in the Skipio app. This ensures you stay organized and always know when to follow up with potential clients, improving your lead management process and increasing conversion rates.

Effortlessly keep track of new leads in Microsoft Dynamics 365 CRM by creating events in Skipio. With this workflow, every time a new lead is added in Dynamics 365 CRM, an event will be scheduled in the Skipio app. This ensures you stay organized and always know when to follow up with potential clients, improving your lead management process and increasing conversion rates.

  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!
    SkipioSkipio
    Create Event

    Creates an event.

    ActionWrite
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Supported triggers and actions

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About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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  • CRM (Customer Relationship Management)
  • Microsoft

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About Skipio

Skipio is a conversational business texting platform that helps you automate sales and customer communication.
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