Microsoft Dynamics 365 CRM + The Customer Factor
Create new prospects in The Customer Factor from new Microsoft Dynamics 365 CRM contacts
Effortlessly streamline your contact management process with this Microsoft Dynamics 365 CRM and The Customer Factor automation. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this workflow will create a prospect in The Customer Factor, ensuring seamless data transfer and helping you efficiently manage your customer relationships. Enhance your sales and marketing strategies by maintaining up-to-date prospect information across both platforms.
Effortlessly streamline your contact management process with this Microsoft Dynamics 365 CRM and The Customer Factor automation. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this workflow will create a prospect in The Customer Factor, ensuring seamless data transfer and helping you efficiently manage your customer relationships. Enhance your sales and marketing strategies by maintaining up-to-date prospect information across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Prospect
This action will create the prospect in The Customer Factor
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