Create new Microsoft Dynamics 365 CRM accounts from new Gravity Forms submissions
Streamline your customer relationship management with this efficient workflow. Whenever a new submission is received in Gravity Forms, an account is instantly created in Microsoft Dynamics 365 CRM. This automation not only helps in maintaining up-to-date customer records but also saves valuable time spent on manual data entry. So, focus on building strong customer relationships while this workflow handles the tedious task of account creation.
Streamline your customer relationship management with this efficient workflow. Whenever a new submission is received in Gravity Forms, an account is instantly created in Microsoft Dynamics 365 CRM. This automation not only helps in maintaining up-to-date customer records but also saves valuable time spent on manual data entry. So, focus on building strong customer relationships while this workflow handles the tedious task of account creation.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Account
Creates a new account.
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