Create Solo customers from new Microsoft Dynamics 365 CRM contacts
Effortlessly manage contacts and customer data with this seamless workflow between Microsoft Dynamics 365 CRM and Solo. When a new contact is added in Microsoft Dynamics 365 CRM, a customer profile is instantly created in Solo, allowing you to streamline your contact management process and stay organized while saving time.
Effortlessly manage contacts and customer data with this seamless workflow between Microsoft Dynamics 365 CRM and Solo. When a new contact is added in Microsoft Dynamics 365 CRM, a customer profile is instantly created in Solo, allowing you to streamline your contact management process and stay organized while saving time.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Customer
Creates a Customer
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