Crystal Ball + Microsoft Dynamics 365 CRM
Create Crystal Ball annotations for new Microsoft Dynamics 365 CRM contacts
Stay organized and efficient by automating your sales process with this workflow. When you add a new contact in Microsoft Dynamics 365 CRM, it will create an annotation in the Crystal Ball app to help you track important information about your leads and clients. Save time, reduce manual data entry, and improve your customer relationship management with this seamless integration.
Stay organized and efficient by automating your sales process with this workflow. When you add a new contact in Microsoft Dynamics 365 CRM, it will create an annotation in the Crystal Ball app to help you track important information about your leads and clients. Save time, reduce manual data entry, and improve your customer relationship management with this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Annotation in Crystal Ball
Add an annotation in your account for an event.
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