Microsoft Dynamics 365 CRM + OmniFocus
Create OmniFocus tasks for new Microsoft Dynamics 365 CRM leads
Stay on top of your sales process by seamlessly integrating your Microsoft Dynamics 365 CRM with OmniFocus. This workflow creates a task in OmniFocus when a new lead is added in Microsoft Dynamics 365 CRM, ensuring that you never miss a potential opportunity. Efficiently manage your leads and prioritize your tasks with this time-saving automation.
Stay on top of your sales process by seamlessly integrating your Microsoft Dynamics 365 CRM with OmniFocus. This workflow creates a task in OmniFocus when a new lead is added in Microsoft Dynamics 365 CRM, ensuring that you never miss a potential opportunity. Efficiently manage your leads and prioritize your tasks with this time-saving automation.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Task
Creates a new task in your OmniFocus Inbox.
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