Dovetail + Microsoft Dynamics 365 CRM
Create new Dovetail persons when contacts are added in Microsoft Dynamics 365 CRM
Create seamless connections between your Microsoft Dynamics 365 CRM and Dovetail with this efficient workflow. When you add a new contact in Microsoft Dynamics 365 CRM, it will automatically create a person in Dovetail, saving you valuable time and ensuring data consistency across both platforms. Simplify your contact management process and boost your productivity with this easy-to-implement automation.
Create seamless connections between your Microsoft Dynamics 365 CRM and Dovetail with this efficient workflow. When you add a new contact in Microsoft Dynamics 365 CRM, it will automatically create a person in Dovetail, saving you valuable time and ensuring data consistency across both platforms. Simplify your contact management process and boost your productivity with this easy-to-implement automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Person
Creates a new person in Dovetail.
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