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Microsoft Dynamics 365 CRM + Workamajig

Microsoft Dynamics 365 CRM + Workamajig

Microsoft Dynamics 365 CRM + Workamajig integrations

Create Workamajig activities for new Microsoft Dynamics 365 CRM contacts

Efficiently manage your new contacts and activities with this seamless workflow integration between Microsoft Dynamics 365 CRM and Workamajig. When a new contact is added to Microsoft Dynamics 365 CRM, an activity will be created in Workamajig to ensure that all relevant tasks and communications are tracked. Streamline your processes and keep your team in sync with this easily set up automation.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Activity
    Create Activity
    Create ActivityCreates a new activity.
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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
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    • 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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