Create Zoho Books customers from new Microsoft Dynamics 365 CRM contacts
Effortlessly manage your customer base by connecting Microsoft Dynamics 365 CRM and Zoho Books with this powerful automation. When you add new contacts in Microsoft Dynamics 365 CRM, your Zoho Books customer list will be automatically updated, ensuring seamless data management between the two platforms. Keep your accounting and sales process streamlined, and save time with this easy-to-implement workflow.
Effortlessly manage your customer base by connecting Microsoft Dynamics 365 CRM and Zoho Books with this powerful automation. When you add new contacts in Microsoft Dynamics 365 CRM, your Zoho Books customer list will be automatically updated, ensuring seamless data management between the two platforms. Keep your accounting and sales process streamlined, and save time with this easy-to-implement workflow.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!
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