Create entity records in Magentrix for new contacts in Microsoft Dynamics 365 CRM
Effortlessly streamline your CRM and collaboration processes with this workflow between Microsoft Dynamics 365 CRM and Magentrix. When a new contact is added in Dynamics 365 CRM, this automation creates an entity record in Magentrix, saving you time in manual data entry and ensuring consistent information across both platforms. Keep your teams updated and maximize productivity with this seamless integration.
Effortlessly streamline your CRM and collaboration processes with this workflow between Microsoft Dynamics 365 CRM and Magentrix. When a new contact is added in Dynamics 365 CRM, this automation creates an entity record in Magentrix, saving you time in manual data entry and ensuring consistent information across both platforms. Keep your teams updated and maximize productivity with this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Entity Record
Creates a new record of your chosen Entity Type.
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