Create Orbit members for new Microsoft Dynamics 365 CRM contacts
Effortlessly keep your Microsoft Dynamics 365 CRM and Orbit in sync with this powerful workflow. When a new contact is added in Microsoft Dynamics 365 CRM, this automation creates a new member in Orbit instantly. By streamlining contact management between the two platforms, you'll save time and ensure consistent data across your systems.
Effortlessly keep your Microsoft Dynamics 365 CRM and Orbit in sync with this powerful workflow. When a new contact is added in Microsoft Dynamics 365 CRM, this automation creates a new member in Orbit instantly. By streamlining contact management between the two platforms, you'll save time and ensure consistent data across your systems.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create a Member
Add a new member to your Orbit workspace without an associated activity.
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