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JobNimbus + Microsoft Dynamics 365 CRM

Create new JobNimbus contacts for Microsoft Dynamics 365 CRM leads

Effortlessly streamline your lead management process with this efficient automation. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create a corresponding contact in JobNimbus, ensuring that your sales and marketing teams are always up-to-date. Save time and keep your contact information accurate and organized with this simple yet powerful connection.

Effortlessly streamline your lead management process with this efficient automation. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create a corresponding contact in JobNimbus, ensuring that your sales and marketing teams are always up-to-date. Save time and keep your contact information accurate and organized with this simple yet powerful connection.

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

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    JobNimbusJobNimbus
    Create Contact

    Creates a new contact with Display Name.

    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
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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jobnimbus logo

About JobNimbus

JobNimbus CRM + Project Management for the service industry.
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Related categories

  • CRM (Customer Relationship Management)

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microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

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

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