Microsoft Dynamics 365 CRM + Pipefy
Create Pipefy cards for new Microsoft Dynamics 365 CRM contacts
Effortlessly manage your new contacts from Microsoft Dynamics 365 CRM by automatically creating cards in Pipefy. With this workflow, every time a new contact is added to your CRM, a corresponding card will be created in Pipefy, streamlining your contact management process and ensuring that all relevant information is consistently organized across both platforms.
Effortlessly manage your new contacts from Microsoft Dynamics 365 CRM by automatically creating cards in Pipefy. With this workflow, every time a new contact is added to your CRM, a corresponding card will be created in Pipefy, streamlining your contact management process and ensuring that all relevant information is consistently organized across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Card
Creates a new card.
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