Create new Smartsheet sheets from existing ones for new Microsoft Dynamics 365 CRM contacts
Keep your Smartsheet updated with contact information from Microsoft Dynamics 365 CRM effortlessly. Once set up, this workflow will create a new entry in your existing Smartsheet sheet every time a new contact is added in Microsoft Dynamics 365 CRM. This ensures that your contact data remains current and easy to access, maximizing efficiency and saving time.
Keep your Smartsheet updated with contact information from Microsoft Dynamics 365 CRM effortlessly. Once set up, this workflow will create a new entry in your existing Smartsheet sheet every time a new contact is added in Microsoft Dynamics 365 CRM. This ensures that your contact data remains current and easy to access, maximizing efficiency and saving time.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!New Sheet From Existing Sheet
Create a new sheet from an existing sheet.
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