Create Housecall Pro customers from new Microsoft Dynamics 365 CRM contacts
Easily keep your Microsoft Dynamics 365 CRM and Housecall Pro contacts in sync with this efficient automation. Whenever you add a new contact in Microsoft Dynamics 365 CRM, this workflow will create a customer in Housecall Pro. Enjoy a seamless integration between the two platforms, saving time and ensuring accurate and up-to-date customer information across your operations.
Easily keep your Microsoft Dynamics 365 CRM and Housecall Pro contacts in sync with this efficient automation. Whenever you add a new contact in Microsoft Dynamics 365 CRM, this workflow will create a customer in Housecall Pro. Enjoy a seamless integration between the two platforms, saving time and ensuring accurate and up-to-date customer information across your operations.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Customer
Creates a new customer
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