Create tasks in Zendesk Sell for new contacts in Microsoft Dynamics 365 CRM
Stay organized and efficient by automating your CRM and sales tasks with this seamless workflow. When a new contact is added in Microsoft Dynamics 365 CRM, a task will be created in Zendesk Sell to ensure your sales team stays on top of every new lead. This integration helps you save time and ensures that no opportunities fall through the cracks.
Stay organized and efficient by automating your CRM and sales tasks with this seamless workflow. When a new contact is added in Microsoft Dynamics 365 CRM, a task will be created in Zendesk Sell to ensure your sales team stays on top of every new lead. This integration helps you save time and ensures that no opportunities fall through the cracks.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Creates a new task.
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