Create Salesforce records for new Microsoft Dynamics 365 CRM contacts
Effortlessly manage your contacts across platforms with this seamless workflow. When a new contact is added in Microsoft Dynamics 365 CRM, this automation will create a corresponding record in Salesforce. Stay organized and up-to-date with your contacts, all while saving time and reducing manual data entry.
Effortlessly manage your contacts across platforms with this seamless workflow. When a new contact is added in Microsoft Dynamics 365 CRM, this automation will create a corresponding record in Salesforce. Stay organized and up-to-date with your contacts, all while saving time and reducing manual data entry.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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