CheckFlow + Microsoft Dynamics 365 CRM
Create checklists in CheckFlow for new leads from Microsoft Dynamics 365 CRM
Effortlessly manage new leads by setting up this workflow to create a checklist in CheckFlow every time a new lead is added in Microsoft Dynamics 365 CRM. With this automation, you'll be able to track and organize your leads more efficiently, allowing your team to focus on converting leads into customers and growing your business.
Effortlessly manage new leads by setting up this workflow to create a checklist in CheckFlow every time a new lead is added in Microsoft Dynamics 365 CRM. With this automation, you'll be able to track and organize your leads more efficiently, allowing your team to focus on converting leads into customers and growing your business.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Checklist
Creates a new checklist.
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About CheckFlow
CheckFlow is a SaaS platform that allows you to create and manage your team's recurring checklists and procedures in real-time.
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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.
