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Workiro + Microsoft Dynamics 365 CRM

Create connections in Workiro for new contacts in Microsoft Dynamics 365 CRM

Strengthen your customer relationships by connecting Microsoft Dynamics 365 CRM with Workiro. With this workflow, every time a new contact is added in Microsoft Dynamics 365 CRM, it will automatically create a connection in the Workiro app. This way, you can ensure seamless communication and collaboration with your clients for better overall business performance.

Strengthen your customer relationships by connecting Microsoft Dynamics 365 CRM with Workiro. With this workflow, every time a new contact is added in Microsoft Dynamics 365 CRM, it will automatically create a connection in the Workiro app. This way, you can ensure seamless communication and collaboration with your clients for better overall business performance.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    WorkiroWorkiro
    Create Person

    Creates or updates a person connection in Workiro.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
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    • Custom EntityRequired

    Trigger
    Scheduled
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About Workiro

Workiro gives you one place to store, share, and collaborate on your work. Including tasks, projects, documents, and electronic signatures.

Related categories

  • Productivity
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About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

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