JobNimbus + Microsoft Dynamics 365 CRM integrations
Create JobNimbus contacts from new Microsoft Dynamics 365 CRM leads
Effortlessly manage your lead-to-contact conversion process with this automation that connects Microsoft Dynamics 365 CRM and JobNimbus. Whenever a new lead is added in Microsoft Dynamics 365 CRM, a contact will be created in JobNimbus, streamlining your sales pipeline and ensuring seamless communication with potential clients. Focus on building relationships and closing deals while this workflow takes care of the data entry for you.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!Create Contact (Legacy)Trigger when a new contact is created, modified or deleted.
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More things you can do with Microsoft Dynamics 365 CRM and JobNimbus
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and JobNimbus
- 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
JobNimbus CRM + Project Management for the service industry.
Related categories
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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Related Zap Templates
- Create and update JobNimbus contacts from new Microsoft Dynamics 365 CRM leads
- Create new JobNimbus contacts for Microsoft Dynamics 365 CRM leads
- Create JobNimbus contacts from new Microsoft Dynamics 365 CRM contacts
- Update JobNimbus contacts when Microsoft Dynamics 365 CRM contacts are updated
- Create and update contacts in JobNimbus when new contacts are added to Microsoft Dynamics 365 CRM






