Microsoft Dynamics 365 CRM + pulseM
Create pulsechecks in pulseM for new contacts in Microsoft Dynamics 365 CRM
Effortlessly keep track of new contacts in your Microsoft Dynamics 365 CRM with this seamless workflow. Once activated, every time a new contact is created in Dynamics 365, it will trigger a pulseCheck in the pulseM app, ensuring that all your vital information stays up-to-date and easily accessible. Enhance your customer relationship management with this efficient automation.
Effortlessly keep track of new contacts in your Microsoft Dynamics 365 CRM with this seamless workflow. Once activated, every time a new contact is created in Dynamics 365, it will trigger a pulseCheck in the pulseM app, ensuring that all your vital information stays up-to-date and easily accessible. Enhance your customer relationship management with this efficient automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send pulseCheck
Send a pulseM pulseCheck to your customer.
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