Create companies in Sellsy whenever new contacts are added to Microsoft Dynamics 365 CRM
Maintain consistency between your CRM and sales tools with this efficient workflow that connects Microsoft Dynamics 365 CRM and Sellsy. When you add a new contact to Microsoft Dynamics 365 CRM, a corresponding company is created in Sellsy, saving you time and ensuring up-to-date company information. Simplify your customer relations management by keeping accurate records across platforms.
Maintain consistency between your CRM and sales tools with this efficient workflow that connects Microsoft Dynamics 365 CRM and Sellsy. When you add a new contact to Microsoft Dynamics 365 CRM, a corresponding company is created in Sellsy, saving you time and ensuring up-to-date company information. Simplify your customer relations management by keeping accurate records across platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Company
Creates a new company (prospect or client).
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