Create Streak boxes for new Microsoft Dynamics 365 CRM contacts
Effortlessly keep your CRM and sales pipelines in sync with this handy workflow. When a new contact is added in Microsoft Dynamics 365 CRM, it will trigger the creation of a link box in your Streak pipeline, ensuring all relevant information is easily accessible. Streamline your processes with this seamless integration and focus on building lasting relationships with your contacts.
Effortlessly keep your CRM and sales pipelines in sync with this handy workflow. When a new contact is added in Microsoft Dynamics 365 CRM, it will trigger the creation of a link box in your Streak pipeline, ensuring all relevant information is easily accessible. Streamline your processes with this seamless integration and focus on building lasting relationships with your contacts.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Link Boxes
Link multiple boxes together.
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