Create communications in Cloze for new contacts from Microsoft Dynamics 365 CRM
Easily stay connected with your new Microsoft Dynamics 365 CRM contacts by creating communications in the Cloze app. This workflow ensures that every time you add a new contact in Microsoft Dynamics 365 CRM, a communication is created in Cloze to help you track and manage your interactions with them. Simplify your process and never miss out on essential communication details again.
Easily stay connected with your new Microsoft Dynamics 365 CRM contacts by creating communications in the Cloze app. This workflow ensures that every time you add a new contact in Microsoft Dynamics 365 CRM, a communication is created in Cloze to help you track and manage your interactions with them. Simplify your process and never miss out on essential communication details again.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Communication
Create a new communication record (email or call).
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