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Microsoft Dynamics 365 CRM + Workamajig

Microsoft Dynamics 365 CRM + Workamajig

Microsoft Dynamics 365 CRM + Workamajig integrations

Update Workamajig contacts when new leads are added in Microsoft Dynamics 365 CRM

Effortlessly keep your contacts up-to-date between Microsoft Dynamics 365 CRM and Workamajig with this seamless workflow. Once set up, whenever a new lead is added in Microsoft Dynamics 365 CRM, their information will be updated in Workamajig as a contact. This automation ensures that you always have the most current data on potential customers, streamlining your sales and marketing efforts.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Update Contact
    Update Contact
    Update ContactUpdates a contact.
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More things you can do with Microsoft Dynamics 365 CRM and Workamajig

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Workamajig

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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About Workamajig
Workamajig Creative Manager now allows you to add contacts, companies, opportunities and activities to the CRM module.
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