Microsoft Dynamics 365 CRM + Paymo
Create tasks in Paymo for new contacts in Microsoft Dynamics 365 CRM
Efficiently manage your new leads with this seamless workflow between Microsoft Dynamics 365 CRM and Paymo. Whenever a new contact is added to your CRM, a task will be created in Paymo, making sure you never miss an opportunity to engage with potential clients and stay organized in your project management. Boost your productivity and maintain a strong relationship with your contacts by automating this process.
Efficiently manage your new leads with this seamless workflow between Microsoft Dynamics 365 CRM and Paymo. Whenever a new contact is added to your CRM, a task will be created in Paymo, making sure you never miss an opportunity to engage with potential clients and stay organized in your project management. Boost your productivity and maintain a strong relationship with your contacts by automating this process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Creates a new task.
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