Gavel + Microsoft Dynamics 365 CRM
Create and populate Gavel sessions for new Microsoft Dynamics 365 CRM contacts
Effortlessly manage your contacts and events with this seamless workflow between Microsoft Dynamics 365 CRM and Gavel. When a new contact is added to Dynamics 365, a corresponding session will be created and populated in Gavel, ensuring you always have up-to-date information for your event planning and client management. Stay organized and efficient by streamlining your processes with this easy-to-use automation.
Effortlessly manage your contacts and events with this seamless workflow between Microsoft Dynamics 365 CRM and Gavel. When a new contact is added to Dynamics 365, a corresponding session will be created and populated in Gavel, ensuring you always have up-to-date information for your event planning and client management. Stay organized and efficient by streamlining your processes with this easy-to-use automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create and Populate a New Session
Creates a new session of an existing workflow, populates it with the provided variables, and outputs a session ID and a link that can be used to continue the workflow.
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