Dovetail + Microsoft Dynamics 365 CRM
Create notes in Dovetail for new contacts in Microsoft Dynamics 365 CRM
Effortlessly maintain organized records of new clients in your CRM by connecting Microsoft Dynamics 365 with Dovetail. With this seamless workflow, every time a new contact is added in Microsoft Dynamics 365 CRM, a note will be created in Dovetail, ensuring all essential client details are stored and easy to access in both applications. Save time and enhance productivity by streamlining your contact management process.
Effortlessly maintain organized records of new clients in your CRM by connecting Microsoft Dynamics 365 with Dovetail. With this seamless workflow, every time a new contact is added in Microsoft Dynamics 365 CRM, a note will be created in Dovetail, ensuring all essential client details are stored and easy to access in both applications. Save time and enhance productivity by streamlining your contact management process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Data to Project
Adds data to an existing project.
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