Microsoft Dynamics 365 CRM + Rannko
Add new Microsoft Dynamics 365 CRM contacts to Rannko as customers
Effortlessly keep your CRM and customer management system up-to-date with this handy workflow. When a new contact is added in Microsoft Dynamics 365 CRM, this automation will instantly create a customer in Rannko, ensuring your client information is always in sync across both platforms. Simplify your data management and focus on nurturing relationships with your customers.
Effortlessly keep your CRM and customer management system up-to-date with this handy workflow. When a new contact is added in Microsoft Dynamics 365 CRM, this automation will instantly create a customer in Rannko, ensuring your client information is always in sync across both platforms. Simplify your data management and focus on nurturing relationships with your customers.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Customer
This will store the customer information to Rannko.
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