Create Contractor Foreman customers from new Microsoft Dynamics 365 CRM contacts
Effortlessly manage your new contacts with this seamless workflow between Microsoft Dynamics 365 CRM and Contractor Foreman. As soon as you add a new contact in Dynamics 365 CRM, this automation creates a corresponding customer in Contractor Foreman, ensuring your client information stays up-to-date and easily accessible across both platforms. Save time and ensure consistent data management with this powerful integration.
Effortlessly manage your new contacts with this seamless workflow between Microsoft Dynamics 365 CRM and Contractor Foreman. As soon as you add a new contact in Dynamics 365 CRM, this automation creates a corresponding customer in Contractor Foreman, ensuring your client information stays up-to-date and easily accessible across both platforms. Save time and ensure consistent data management with this powerful integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Customer
Creates a new customer in Contractor Foreman.
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