Create Pennylane customers when Microsoft Dynamics 365 CRM contacts are updated
Keep your CRM and financial platform in sync with this seamless workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation will create a customer in Pennylane, ensuring your financial records are always up-to-date. Save time and reduce manual data entry errors while streamlining your customer management process.
Keep your CRM and financial platform in sync with this seamless workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation will create a customer in Pennylane, ensuring your financial records are always up-to-date. Save time and reduce manual data entry errors while streamlining your customer management process.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Create Customer
Creates a new customer.
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