Create new SharpSpring accounts from Microsoft Dynamics 365 CRM new accounts
Effortlessly maintain consistency and streamline your sales process with this Microsoft Dynamics 365 CRM and SharpSpring automation. When a new account is created in Dynamics 365 CRM, this workflow will also create an account in SharpSpring, ensuring your records stay up-to-date across both platforms. Save time and reduce manual data entry while keeping your customer information organized and accessible.
Effortlessly maintain consistency and streamline your sales process with this Microsoft Dynamics 365 CRM and SharpSpring automation. When a new account is created in Dynamics 365 CRM, this workflow will also create an account in SharpSpring, ensuring your records stay up-to-date across both platforms. Save time and reduce manual data entry while keeping your customer information organized and accessible.
- When this happens...New Account
Triggers when a new account is created.
- automatically do this!Create Account
Create an Account in SharpSpring.
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