Create new Dubsado projects for updated Microsoft Dynamics 365 CRM contacts
Efficiently manage your new contacts and projects with this seamless workflow between Microsoft Dynamics 365 CRM and Dubsado. When a new contact is added to your CRM, a corresponding project will be created in Dubsado, ensuring all contact information is consistently updated across both platforms and simplifying your project management process. No more manual entry or missed opportunities; just streamlined, automatic organization.
Efficiently manage your new contacts and projects with this seamless workflow between Microsoft Dynamics 365 CRM and Dubsado. When a new contact is added to your CRM, a corresponding project will be created in Dubsado, ensuring all contact information is consistently updated across both platforms and simplifying your project management process. No more manual entry or missed opportunities; just streamlined, automatic organization.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Project
Creates a new project.
- Free forever for core features
- 14 day trial for premium features & apps