Create Microsoft Dynamics 365 CRM accounts for new Clio activities
Effortlessly manage your client relationships by connecting Clio and Microsoft Dynamics 365 CRM with this seamless workflow. Whenever a new activity is added in Clio, an account will be created in Microsoft Dynamics 365 CRM. Say goodbye to manual data entry and stay organized, ensuring all client information is always up-to-date in both platforms.
Effortlessly manage your client relationships by connecting Clio and Microsoft Dynamics 365 CRM with this seamless workflow. Whenever a new activity is added in Clio, an account will be created in Microsoft Dynamics 365 CRM. Say goodbye to manual data entry and stay organized, ensuring all client information is always up-to-date in both platforms.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Account
Creates a new account.
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