Jobber + Microsoft Dynamics 365 CRM integrations
Create Jobber requests for new Microsoft Dynamics 365 CRM contacts
Effortlessly keep your customer information updated across platforms with this Microsoft Dynamics 365 CRM to Jobber workflow. When a new contact is added in Microsoft Dynamics 365 CRM, a corresponding request will be created in Jobber, ensuring that your team can seamlessly manage client data and collaborate on tasks. Stay organized and efficient by integrating these powerful tools in your business processes.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Create RequestCreates a new request. This will create the request for the client's first property.
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More things you can do with Microsoft Dynamics 365 CRM and Jobber
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Jobber
- 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
Jobber is the command center for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.
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