New leads in microsoftDynamicsCrm — Projects in Copper

The scenario catches new leads in microsoftDynamicsCrm and creates projects in Copper. Runs on its own, no manual copying.

  • A Copper project is created for every new client from microsoftDynamicsCrm automatically
  • Work starts without half a day of setup
  • Every project follows one template — the team knows their way
Microsoft Dynamics CRM
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How it works

To pass leads from Copper to Microsoft Dynamics CRM automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Schedule
  2. Then: Microsoft Dynamics Crm
  3. Then: Asana

You can launch this Copper + Microsoft Dynamics CRM integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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