Microsoft Dynamics 365 CRM + Nusii Proposals
Create Nusii Proposals clients from new Microsoft Dynamics 365 CRM contacts
Effortlessly manage your proposals and clients with this seamless workflow between Microsoft Dynamics 365 CRM and Nusii Proposals. When you add a new contact in Microsoft Dynamics 365 CRM, this automation will create a client in Nusii Proposals, ensuring your client information stays up-to-date and organized across both platforms. Save time and enhance your productivity with this streamlined process.
Effortlessly manage your proposals and clients with this seamless workflow between Microsoft Dynamics 365 CRM and Nusii Proposals. When you add a new contact in Microsoft Dynamics 365 CRM, this automation will create a client in Nusii Proposals, ensuring your client information stays up-to-date and organized across both platforms. Save time and enhance your productivity with this streamlined process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a new client.
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