Create ServiceM8 clients from new Microsoft Dynamics 365 CRM contacts
Effortlessly keep your client database up to date with this seamless workflow between Microsoft Dynamics 365 CRM and ServiceM8. When a new contact is added in Microsoft Dynamics 365 CRM, this automation creates a new client in ServiceM8 without any manual intervention. Streamline your client onboarding process, save time, and maintain accurate records with this easy-to-use integration.
Effortlessly keep your client database up to date with this seamless workflow between Microsoft Dynamics 365 CRM and ServiceM8. When a new contact is added in Microsoft Dynamics 365 CRM, this automation creates a new client in ServiceM8 without any manual intervention. Streamline your client onboarding process, save time, and maintain accurate records with this easy-to-use integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a new client.
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