Cloze + Microsoft Dynamics 365 CRM
Create timeline events in Cloze for new contacts in Microsoft Dynamics 365 CRM
Efficiently manage your contacts and stay organized with this workflow between Microsoft Dynamics 365 CRM and Cloze. When you add a new contact in Microsoft Dynamics 365 CRM, the automation creates a timeline event in Cloze, helping you track important activities and interactions with your contacts in a centralized location. This way, you can stay on top of relationship-building efforts and never miss an opportunity to connect with clients or customers.
Efficiently manage your contacts and stay organized with this workflow between Microsoft Dynamics 365 CRM and Cloze. When you add a new contact in Microsoft Dynamics 365 CRM, the automation creates a timeline event in Cloze, helping you track important activities and interactions with your contacts in a centralized location. This way, you can stay on top of relationship-building efforts and never miss an opportunity to connect with clients or customers.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Timeline Event
Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".
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