Create new Simpro company customers from Microsoft Dynamics 365 CRM contacts
Streamline your contact management process and maintain organized customer records with this seamless workflow between Microsoft Dynamics 365 CRM and simPRO. When a new contact is added in Microsoft Dynamics 365 CRM, this automation creates a corresponding contact in simPRO, ensuring accurate and up-to-date information across both platforms. Save time and enhance efficiency by unifying your contact records effortlessly.
Streamline your contact management process and maintain organized customer records with this seamless workflow between Microsoft Dynamics 365 CRM and simPRO. When a new contact is added in Microsoft Dynamics 365 CRM, this automation creates a corresponding contact in simPRO, ensuring accurate and up-to-date information across both platforms. Save time and enhance efficiency by unifying your contact records effortlessly.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Company Customer
Creates a new company customer.
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