Microsoft Dynamics 365 CRM + Teamleader Focus

Create deals in Teamleader Focus for new leads in Microsoft Dynamics 365 CRM

Efficiently manage your sales process by connecting Microsoft Dynamics 365 CRM and Teamleader Focus. This workflow triggers when a new lead is added in Microsoft Dynamics 365 CRM and creates a deal in Teamleader Focus. Save time and ensure consistent data across both platforms, allowing your team to focus more on closing deals and growing your business.

Efficiently manage your sales process by connecting Microsoft Dynamics 365 CRM and Teamleader Focus. This workflow triggers when a new lead is added in Microsoft Dynamics 365 CRM and creates a deal in Teamleader Focus. Save time and ensure consistent data across both platforms, allowing your team to focus more on closing deals and growing your business.

  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!
    Teamleader FocusTeamleader Focus
    Create Deal

    Creates a new deal.

    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

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  • CRM (Customer Relationship Management)
  • Microsoft

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teamleader logo
teamleader logo

About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.
Learn more

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  • CRM (Customer Relationship Management)

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