Create Rise invitations for new Microsoft Dynamics 365 CRM contacts
Effortlessly onboard your new contacts in Microsoft Dynamics 365 CRM by sending them a Rise invitation with this streamlined workflow. Once set up, it will automatically create an invitation in Rise whenever a new contact is added to your Microsoft Dynamics 365 CRM. This saves you time and ensures a smooth onboarding experience for your new connections.
Effortlessly onboard your new contacts in Microsoft Dynamics 365 CRM by sending them a Rise invitation with this streamlined workflow. Once set up, it will automatically create an invitation in Rise whenever a new contact is added to your Microsoft Dynamics 365 CRM. This saves you time and ensures a smooth onboarding experience for your new connections.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Invitation
Invite a new user to Rise.
- Free forever for core features
- 14 day trial for premium features & apps