Microsoft Dynamics 365 CRM + Nimble
Create tasks in Nimble for new contacts in Microsoft Dynamics 365 CRM
Effortlessly manage your customer relationships by automating the process of creating tasks in Nimble when new contacts are added in Microsoft Dynamics 365 CRM. This seamless workflow ensures that you never miss a follow-up or task related to your newly added contacts, helping you stay organized and maintain strong connections with your customers.
Effortlessly manage your customer relationships by automating the process of creating tasks in Nimble when new contacts are added in Microsoft Dynamics 365 CRM. This seamless workflow ensures that you never miss a follow-up or task related to your newly added contacts, helping you stay organized and maintain strong connections with your customers.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Create a new task.
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