Create new Bidsketch clients from new Microsoft Dynamics 365 CRM contacts
Effortlessly keep your CRM and proposal software in sync with this workflow. Whenever a new contact is added to Microsoft Dynamics 365, a client will be created in Bidsketch, ensuring your sales pipeline and client database stay consistently updated. Say goodbye to manual data entry and let this automation save you time and improve accuracy in managing your contacts.
Effortlessly keep your CRM and proposal software in sync with this workflow. Whenever a new contact is added to Microsoft Dynamics 365, a client will be created in Bidsketch, ensuring your sales pipeline and client database stay consistently updated. Say goodbye to manual data entry and let this automation save you time and improve accuracy in managing your contacts.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a new client
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