Create or update EasyMe clients from new Microsoft Dynamics 365 CRM contacts
Effortlessly keep your client data updated across Microsoft Dynamics 365 CRM and EasyMe with this seamless workflow. When you add a new contact in Microsoft Dynamics 365 CRM, this automation will take care of creating or updating the client information in the EasyMe app. Say goodbye to manual data entry and enjoy a more streamlined process that saves time and ensures accurate information.
Effortlessly keep your client data updated across Microsoft Dynamics 365 CRM and EasyMe with this seamless workflow. When you add a new contact in Microsoft Dynamics 365 CRM, this automation will take care of creating or updating the client information in the EasyMe app. Say goodbye to manual data entry and enjoy a more streamlined process that saves time and ensures accurate information.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Client
Creates or updates a client.
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