Microsoft Dynamics 365 CRM + Roll
Create new Roll projects from Microsoft Dynamics 365 CRM contacts
Easily manage your client projects with this seamless automation between Microsoft Dynamics 365 CRM and Roll. When you add a new contact in your CRM, a new project will be created in Roll, streamlining your project management process and ensuring you never miss a client opportunity. Stay organized and save time by letting this integration handle your project creation tasks.
Easily manage your client projects with this seamless automation between Microsoft Dynamics 365 CRM and Roll. When you add a new contact in your CRM, a new project will be created in Roll, streamlining your project management process and ensuring you never miss a client opportunity. Stay organized and save time by letting this integration handle your project creation tasks.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Project
Triggers when a new project is created.
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