Create new Autotask companies from new Microsoft Dynamics 365 CRM contacts
Streamline your contact management process by connecting Microsoft Dynamics 365 CRM and Autotask. This workflow activates when a new contact is added in Dynamics 365 CRM, and automatically creates a company in Autotask. Maintain up-to-date information across platforms while reducing manual data entry, ensuring efficient and consistent data management for your business.
Streamline your contact management process by connecting Microsoft Dynamics 365 CRM and Autotask. This workflow activates when a new contact is added in Dynamics 365 CRM, and automatically creates a company in Autotask. Maintain up-to-date information across platforms while reducing manual data entry, ensuring efficient and consistent data management for your business.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!
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