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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.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Create CustomerCreates a new customer
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More things you can do with Microsoft Dynamics 365 CRM and Housecall Pro
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Housecall Pro
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
Related categories
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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