Bonsai + Microsoft Dynamics 365 CRM
Create Bonsai clients from new Microsoft Dynamics 365 CRM contacts
Effortlessly manage your contact list across platforms with this simple automation. When a new contact is added in Microsoft Dynamics 365 CRM, this workflow will create a new client in the Bonsai app. Keep your contact information organized and up-to-date without the hassle of manual data entry, giving you more time to focus on growing your business.
Effortlessly manage your contact list across platforms with this simple automation. When a new contact is added in Microsoft Dynamics 365 CRM, this workflow will create a new client in the Bonsai app. Keep your contact information organized and up-to-date without the hassle of manual data entry, giving you more time to focus on growing your business.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a client lead on Bonsai
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