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JobNimbus + Microsoft Dynamics 365 CRM

JobNimbus + Microsoft Dynamics 365 CRM

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.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Contact (Legacy)
    Create Contact (Legacy)
    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

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About JobNimbus
JobNimbus CRM + Project Management for the service industry.
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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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