Actionstep + Microsoft Dynamics 365 CRM

Create matters in Actionstep for new leads in Microsoft Dynamics 365 CRM

Effortlessly manage your leads with this simple workflow that connects Microsoft Dynamics 365 CRM and Actionstep. When a new lead appears in your CRM, a matter is created in Actionstep to ensure streamlined organization of potential clients. Save time and focus on nurturing your leads, while this automation takes care of the rest.

Effortlessly manage your leads with this simple workflow that connects Microsoft Dynamics 365 CRM and Actionstep. When a new lead appears in your CRM, a matter is created in Actionstep to ensure streamlined organization of potential clients. Save time and focus on nurturing your leads, while this automation takes care of the rest.

  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!
    ActionstepActionstep
    Create Matter

    Creates a new action/matter.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

actionstep logo
actionstep logo

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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

Similar apps

Pipedrive integrationsPipedrive integrations

Pipedrive

CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier