Create Docketwise contacts for new Microsoft Dynamics 365 CRM contacts
Effortlessly maintain up-to-date contact information in both Microsoft Dynamics 365 CRM and Docketwise with this seamless workflow. When you add a new contact in Microsoft Dynamics 365 CRM, this automation will simultaneously create a matching contact in Docketwise, ensuring your records are always accurate and synchronized without any manual effort.
Effortlessly maintain up-to-date contact information in both Microsoft Dynamics 365 CRM and Docketwise with this seamless workflow. When you add a new contact in Microsoft Dynamics 365 CRM, this automation will simultaneously create a matching contact in Docketwise, ensuring your records are always accurate and synchronized without any manual effort.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new Contact
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