Create Wealthbox CRM events from new Microsoft Dynamics 365 CRM contacts
Easily manage events for new contacts in your CRM system with this seamless workflow between Microsoft Dynamics 365 CRM and Wealthbox CRM. Whenever a new contact is added to Microsoft Dynamics 365 CRM, an event is instantly created in Wealthbox CRM, ensuring you stay organized and never miss an important meeting or task. Start streamlining your CRM management today with this efficient automation.
Easily manage events for new contacts in your CRM system with this seamless workflow between Microsoft Dynamics 365 CRM and Wealthbox CRM. Whenever a new contact is added to Microsoft Dynamics 365 CRM, an event is instantly created in Wealthbox CRM, ensuring you stay organized and never miss an important meeting or task. Start streamlining your CRM management today with this efficient automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Event
Creates a new event.
- Free forever for core features
- 14 day trial for premium features & apps