Create new customers in Sign In Scheduling from new contacts in Microsoft Dynamics 365 CRM
Effortlessly keep your customer information up-to-date with this seamless workflow between Microsoft Dynamics 365 CRM and Sign In Scheduling. When a new contact is added in Microsoft Dynamics 365 CRM, the system will instantly create a new customer in the Sign In Scheduling platform, ensuring all contact information is accurate and readily available across both applications. This automation simplifies data management, allowing you to focus on providing exceptional customer service.
Effortlessly keep your customer information up-to-date with this seamless workflow between Microsoft Dynamics 365 CRM and Sign In Scheduling. When a new contact is added in Microsoft Dynamics 365 CRM, the system will instantly create a new customer in the Sign In Scheduling platform, ensuring all contact information is accurate and readily available across both applications. This automation simplifies data management, allowing you to focus on providing exceptional customer service.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create New Customer
Creates a new Customer in 10to8.
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