Create Capsule CRM contacts from new Microsoft Dynamics 365 CRM contacts
Easily streamline your customer management process by setting up a workflow that connects Microsoft Dynamics 365 CRM and Capsule CRM. With this automation, new contacts added in Microsoft Dynamics 365 CRM will be instantly created in Capsule CRM, ensuring that you have a unified database without any manual data entry. Stay organized and save valuable time with this seamless contact integration.
Easily streamline your customer management process by setting up a workflow that connects Microsoft Dynamics 365 CRM and Capsule CRM. With this automation, new contacts added in Microsoft Dynamics 365 CRM will be instantly created in Capsule CRM, ensuring that you have a unified database without any manual data entry. Stay organized and save valuable time with this seamless contact integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new Person or Organisation.
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