Daylite + Microsoft Dynamics 365 CRM

Create Daylite objects from new Microsoft Dynamics 365 CRM leads

Effortlessly keep your CRM and project management organized with this seamless workflow between Microsoft Dynamics 365 CRM and Daylite. When a new lead is added in Dynamics 365 CRM, this automation instantly creates an object in Daylite to help you stay on top of new prospects and ensure seamless collaboration across your team. Say goodbye to manual data entry and streamline your business processes today.

Effortlessly keep your CRM and project management organized with this seamless workflow between Microsoft Dynamics 365 CRM and Daylite. When a new lead is added in Dynamics 365 CRM, this automation instantly creates an object in Daylite to help you stay on top of new prospects and ensure seamless collaboration across your team. Say goodbye to manual data entry and streamline your business processes today.

  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!
    DayliteDaylite
    Create Opportunity

    Creates a new Opportunity.

    ActionWrite
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Supported triggers and actions

daylite logo
daylite logo

About Daylite

Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and finish more projects. It works with many of the built-in Apple features you know and love like Apple Mail, Contacts, Calendar, Siri, and more!
Learn more

Related categories

  • CRM (Customer Relationship Management)

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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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