Clinchd + Microsoft Dynamics 365 CRM

Create deals in Clinchd for new Microsoft Dynamics 365 CRM leads

Effortlessly streamline your sales process by setting up this automation between Microsoft Dynamics 365 CRM and Clinchd. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create a deal in Clinchd, saving you time and keeping your sales pipeline up-to-date. Stay organized and focused on closing deals with this seamless integration.

Effortlessly streamline your sales process by setting up this automation between Microsoft Dynamics 365 CRM and Clinchd. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create a deal in Clinchd, saving you time and keeping your sales pipeline up-to-date. Stay organized and focused on closing deals with this seamless integration.

  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!
    ClinchdClinchd
    Create Deal

    Create a new deal on Clinchd

    ActionWrite
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Supported triggers and actions

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clinchd logo

About Clinchd

Clinchd is a sales engagement platform that makes selling a team game with less admin and more clarity for all involved

Related categories

  • Sales & CRM
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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