Microsoft Dynamics 365 CRM + monday.com

Create items in monday.com for new leads in Microsoft Dynamics 365 CRM

Stay updated on your new leads by quickly adding them to your tasks on monday.com. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, an item is automatically created in the monday.com app. No need to manually transfer information between platforms, allowing you to focus on nurturing and converting your leads efficiently.

Stay updated on your new leads by quickly adding them to your tasks on monday.com. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, an item is automatically created in the monday.com app. No need to manually transfer information between platforms, allowing you to focus on nurturing and converting your leads efficiently.

  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!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    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.
Learn more

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  • CRM (Customer Relationship Management)
  • Microsoft

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About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Learn more

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  • Project Management

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