Create new Microsoft Dynamics 365 CRM accounts from 17hats contacts
Effortlessly manage your client relationships by connecting 17hats and Microsoft Dynamics 365 CRM with this seamless workflow. When a new contact is added in 17hats, an account will be created in Microsoft Dynamics 365 CRM, saving you time and ensuring consistency in your client database. Enhance your customer experience and stay organized by streamlining your contact management process with this easy-to-use automation.
Effortlessly manage your client relationships by connecting 17hats and Microsoft Dynamics 365 CRM with this seamless workflow. When a new contact is added in 17hats, an account will be created in Microsoft Dynamics 365 CRM, saving you time and ensuring consistency in your client database. Enhance your customer experience and stay organized by streamlining your contact management process with this easy-to-use automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Account
Creates a new account.
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New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
New Account
Triggers when a new account is created.
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Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
Info
Try It