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.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!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
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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Related Zap Templates
- Update Workamajig contacts when new leads are added in Microsoft Dynamics 365 CRM
- Create opportunities in Workamajig when contacts are updated in Microsoft Dynamics 365 CRM
- Create new Workamajig companies from Microsoft Dynamics 365 CRM contacts
- Create new Workamajig companies from leads in Microsoft Dynamics 365 CRM






