CheckFlow + Microsoft Dynamics 365 CRM

Create CheckFlow checklists for new Microsoft Dynamics 365 CRM contacts

Effortlessly manage your new contacts in Microsoft Dynamics 365 CRM by automating the checklist creation process in CheckFlow. With this workflow, whenever a new contact is added in Microsoft Dynamics 365 CRM, a corresponding checklist will be created in CheckFlow, ensuring you never miss any important task related to your new contacts. Stay organized and streamline your customer relationship management with this efficient automation.

Effortlessly manage your new contacts in Microsoft Dynamics 365 CRM by automating the checklist creation process in CheckFlow. With this workflow, whenever a new contact is added in Microsoft Dynamics 365 CRM, a corresponding checklist will be created in CheckFlow, ensuring you never miss any important task related to your new contacts. Stay organized and streamline your customer relationship management with this efficient automation.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerPolling
  2. automatically do this!
    CheckFlowCheckFlow
    Create Checklist

    Creates a new checklist.

    ActionWrite
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Supported triggers and actions

checkflow logo
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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.

Related categories

  • Product Management
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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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