Create property claims in Encircle for new contacts in Microsoft Dynamics 365 CRM
Effortlessly manage your insurance claims by connecting Microsoft Dynamics 365 CRM to Encircle. With this workflow, every time a new contact is added in Microsoft Dynamics 365 CRM, a property claim will be created in Encircle, streamlining your claim management process and enhancing your customer service. Stay organized and efficient with this seamless automation.
Effortlessly manage your insurance claims by connecting Microsoft Dynamics 365 CRM to Encircle. With this workflow, every time a new contact is added in Microsoft Dynamics 365 CRM, a property claim will be created in Encircle, streamlining your claim management process and enhancing your customer service. Stay organized and efficient with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Property Claim
Creates a new Property Claim.
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