Microsoft Dynamics 365 CRM + Steady

Track new Microsoft Dynamics 365 CRM leads by recording activities in Steady

Keep track of new leads in your Microsoft Dynamics 365 CRM by updating activities in Steady effortlessly. This automation updates the Steady app whenever a new lead is added in Microsoft Dynamics 365 CRM, ensuring that you have the most accurate record of activities for better team coordination and engagement. Stay on top of your sales process and streamline your lead management with this efficient workflow.

Keep track of new leads in your Microsoft Dynamics 365 CRM by updating activities in Steady effortlessly. This automation updates the Steady app whenever a new lead is added in Microsoft Dynamics 365 CRM, ensuring that you have the most accurate record of activities for better team coordination and engagement. Stay on top of your sales process and streamline your lead management with this efficient workflow.

  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!
    SteadySteady
    Record Activity

    Records an activity and adds it to the next check-in for a specific team member.

    ActionWrite
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Supported triggers and actions

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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About Steady

Steady is a team coordination app that distills human insight and hard data into tailored summaries that keep teams aligned & informed automatically.

Related categories

  • Productivity