Create Smartsheet workspaces for new Microsoft Dynamics 365 CRM contacts
Efficiently manage new contacts in your CRM by utilizing this automation. When a new contact is added in Microsoft Dynamics 365 CRM, a Workspace will be created in Smartsheet to ensure all relevant information and tasks are organized in one place. This workflow streamlines your contact management process, saving you time and ensuring consistency across your platforms.
Efficiently manage new contacts in your CRM by utilizing this automation. When a new contact is added in Microsoft Dynamics 365 CRM, a Workspace will be created in Smartsheet to ensure all relevant information and tasks are organized in one place. This workflow streamlines your contact management process, saving you time and ensuring consistency across your platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Workspace
Creates a Workspace.
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