Create new Apollo accounts from new Microsoft Dynamics 365 CRM accounts
Stay organized and efficient with this workflow that enhances your business management. Once it's set up, every time a new account is created in Microsoft Dynamics 365 CRM, an account is immediately established in Apollo. It eliminates the need for manual data entry, saving valuable time and minimizing errors. Perfect for businesses that want to streamline account management across multiple platforms.
Stay organized and efficient with this workflow that enhances your business management. Once it's set up, every time a new account is created in Microsoft Dynamics 365 CRM, an account is immediately established in Apollo. It eliminates the need for manual data entry, saving valuable time and minimizing errors. Perfect for businesses that want to streamline account management across multiple platforms.
- When this happens...New Account
Triggers when a new account is created.
- automatically do this!Create Account
An Account is a company that your team has added to Apollo.
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