Create new persons in Pipeline CRM when new contacts are added in Microsoft Dynamics 365 CRM
Effortlessly manage your customer relationships by connecting Microsoft Dynamics 365 CRM with Pipeline CRM using this workflow. When a new contact is added in Microsoft Dynamics 365 CRM, this automation instantly creates a corresponding person in Pipeline CRM. Maintain a seamless database while saving time and streamlining your sales process.
Effortlessly manage your customer relationships by connecting Microsoft Dynamics 365 CRM with Pipeline CRM using this workflow. When a new contact is added in Microsoft Dynamics 365 CRM, this automation instantly creates a corresponding person in Pipeline CRM. Maintain a seamless database while saving time and streamlining your sales process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Person
Creates a new person in your PipelineDeals account.
- Free forever for core features
- 14 day trial for premium features & apps