Bonsai + Microsoft Dynamics 365 CRM
Create Bonsai clients from updated Microsoft Dynamics 365 CRM contacts
Effortlessly maintain up-to-date client information across Microsoft Dynamics 365 CRM and Bonsai with this useful workflow. When a contact is updated in Dynamics 365 CRM, this automation will instantly create a new client in Bonsai, ensuring accurate and consistent data in both platforms. Save time and reduce errors while managing your clients more effectively.
Effortlessly maintain up-to-date client information across Microsoft Dynamics 365 CRM and Bonsai with this useful workflow. When a contact is updated in Dynamics 365 CRM, this automation will instantly create a new client in Bonsai, ensuring accurate and consistent data in both platforms. Save time and reduce errors while managing your clients more effectively.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Create Client
Creates a client lead on Bonsai
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