Create or update Zomentum clients from new Microsoft Dynamics 365 CRM contacts
Seamlessly manage your contacts with this Microsoft Dynamics 365 to Zomentum integration. When a new contact is added in Microsoft Dynamics 365 CRM, this workflow will create or update a client in Zomentum, streamlining your contact management process. Stay organized and ensure that your clients' information is always up-to-date across both platforms.
Seamlessly manage your contacts with this Microsoft Dynamics 365 to Zomentum integration. When a new contact is added in Microsoft Dynamics 365 CRM, this workflow will create or update a client in Zomentum, streamlining your contact management process. Stay organized and ensure that your clients' information is always up-to-date across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Client
Create or Update Client
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