Create new BrokerEngine cards for Microsoft Dynamics 365 CRM contacts
Effortlessly manage your new contacts between Microsoft Dynamics 365 CRM and BrokerEngine with this seamless workflow. Whenever a new contact is added in Microsoft Dynamics 365 CRM, a new card will be created in BrokerEngine, ensuring your client information stays organized and updated across both platforms. Streamline your client management process and enhance productivity with this smart integration.
Effortlessly manage your new contacts between Microsoft Dynamics 365 CRM and BrokerEngine with this seamless workflow. Whenever a new contact is added in Microsoft Dynamics 365 CRM, a new card will be created in BrokerEngine, ensuring your client information stays organized and updated across both platforms. Streamline your client management process and enhance productivity with this smart integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!New Card
Triggers when a new lead is created.
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