Microsoft Dynamics 365 CRM + Teamwork

Create tasks in Teamwork for new leads in Microsoft Dynamics 365 CRM

Stay on top of your sales process and ensure every lead gets the attention it deserves with this efficient workflow. Whenever a new lead is added to your Microsoft Dynamics 365 CRM, this automation will create a task in Teamwork, helping your team prioritize and manage their work accordingly. Keep your team focused and organized while enhancing your lead management process effortlessly.

Stay on top of your sales process and ensure every lead gets the attention it deserves with this efficient workflow. Whenever a new lead is added to your Microsoft Dynamics 365 CRM, this automation will create a task in Teamwork, helping your team prioritize and manage their work accordingly. Keep your team focused and organized while enhancing your lead management process effortlessly.

  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!
    TeamworkTeamwork
    Create Task

    Creates a new task.

    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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teamwork logo
teamwork logo

About Teamwork

Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.
Learn more

Related categories

  • Project Management

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