Microsoft Dynamics 365 CRM + Route the Service Platform
Create clients in Route the Service Platform for new contacts in Microsoft Dynamics 365 CRM
Effortlessly manage your new contacts in Microsoft Dynamics 365 CRM by creating clients in Route the Service Platform with this seamless workflow. Whenever a new contact is added in Dynamics 365, the automation instantly creates a corresponding client on the Service Platform, saving time and ensuring accurate data across both apps. Stay organized and enhance your customer service experience by keeping your client information updated and easily accessible.
Effortlessly manage your new contacts in Microsoft Dynamics 365 CRM by creating clients in Route the Service Platform with this seamless workflow. Whenever a new contact is added in Dynamics 365, the automation instantly creates a corresponding client on the Service Platform, saving time and ensuring accurate data across both apps. Stay organized and enhance your customer service experience by keeping your client information updated and easily accessible.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a client.
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