Create Shape records for new Microsoft Dynamics 365 CRM contacts
Effortlessly keep your CRM and Shape software up-to-date with this seamless workflow. When a new contact is added in Microsoft Dynamics 365 CRM, a record will be created in Shape, ensuring all contact information is consistently organized across both platforms. Spend less time manually inputting data and more time focusing on building customer relationships.
Effortlessly keep your CRM and Shape software up-to-date with this seamless workflow. When a new contact is added in Microsoft Dynamics 365 CRM, a record will be created in Shape, ensuring all contact information is consistently organized across both platforms. Spend less time manually inputting data and more time focusing on building customer relationships.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Record
Create a new record within the CRM
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