Customer Fields + Microsoft Dynamics 365 CRM
Update Customer Fields when new leads appear in Microsoft Dynamics 365 CRM
Effortlessly keep your customer information up-to-date with this seamless workflow between Microsoft Dynamics 365 CRM and Customer Fields. When a new lead is created in Microsoft Dynamics 365 CRM, this automation will instantly update the corresponding customer details in Customer Fields, ensuring accurate and consistent data across both platforms. Save time and improve data management with this efficient integration.
Effortlessly keep your customer information up-to-date with this seamless workflow between Microsoft Dynamics 365 CRM and Customer Fields. When a new lead is created in Microsoft Dynamics 365 CRM, this automation will instantly update the corresponding customer details in Customer Fields, ensuring accurate and consistent data across both platforms. Save time and improve data management with this efficient integration.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Update Customer
Update a customer by ID.
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