Create Spotler CRM accounts for new Microsoft Dynamics 365 CRM contacts
Effortlessly maintain updated contact information across your CRM platforms with this seamless workflow. When a new contact is added in Microsoft Dynamics 365 CRM, an account will be created in Spotler CRM. This automation ensures a consistent and organized data flow, allowing you to focus on building strong client relationships.
Effortlessly maintain updated contact information across your CRM platforms with this seamless workflow. When a new contact is added in Microsoft Dynamics 365 CRM, an account will be created in Spotler CRM. This automation ensures a consistent and organized data flow, allowing you to focus on building strong client relationships.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Account
Finds an account within your CRM.
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