Cognito Forms + Microsoft Dynamics 365 CRM
Create Cognito Forms entries for new Microsoft Dynamics 365 CRM contacts
Effortlessly streamline your contact management process with this workflow that connects Microsoft Dynamics 365 CRM and Cognito Forms. When you add a new contact in Microsoft Dynamics 365 CRM, an entry will be created automatically in Cognito Forms. This automation saves time and enhances organization, ensuring all your contacts are consistently updated across both platforms.
Effortlessly streamline your contact management process with this workflow that connects Microsoft Dynamics 365 CRM and Cognito Forms. When you add a new contact in Microsoft Dynamics 365 CRM, an entry will be created automatically in Cognito Forms. This automation saves time and enhances organization, ensuring all your contacts are consistently updated across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Entry
Creates a new entry.
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