Create new ArcSite projects from newly added Microsoft Dynamics 365 CRM contacts
Seamlessly manage new contacts and projects with this efficient workflow. When a new contact is added in Microsoft Dynamics 365 CRM, a corresponding project will be created in the ArcSite app. This automation streamlines your process, ensuring timely and organized handling of contact information and project assignments.
Seamlessly manage new contacts and projects with this efficient workflow. When a new contact is added in Microsoft Dynamics 365 CRM, a corresponding project will be created in the ArcSite app. This automation streamlines your process, ensuring timely and organized handling of contact information and project assignments.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Project
Create a New Project and also optionally set other information, such as customer info, sales rep info...
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