Create new Microsoft Dynamics 365 CRM accounts from new Wealthbox CRM contacts
Effortlessly keep your Wealthbox CRM and Microsoft Dynamics 365 CRM up to date with this seamless workflow. When you add a new contact in Wealthbox CRM, an account will be created in Microsoft Dynamics 365 CRM, ensuring your data stays consistent and connected across both platforms. Save time and eliminate manual data entry, while maintaining accurate and organized customer information.
Effortlessly keep your Wealthbox CRM and Microsoft Dynamics 365 CRM up to date with this seamless workflow. When you add a new contact in Wealthbox CRM, an account will be created in Microsoft Dynamics 365 CRM, ensuring your data stays consistent and connected across both platforms. Save time and eliminate manual data entry, while maintaining accurate and organized customer information.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Account
Creates a new account.
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