Microsoft Dynamics 365 CRM + SalesClue
Create SalesClue clients from new Microsoft Dynamics 365 CRM contacts
Easily streamline your customer management process with this seamless workflow between Microsoft Dynamics 365 CRM and SalesClue. When a new contact is added in Microsoft Dynamics 365 CRM, this automation will create a client in SalesClue, ensuring that your important client data stays up-to-date across both platforms. Save time, reduce manual entry, and improve accuracy to enhance your sales and client engagement efforts.
Easily streamline your customer management process with this seamless workflow between Microsoft Dynamics 365 CRM and SalesClue. When a new contact is added in Microsoft Dynamics 365 CRM, this automation will create a client in SalesClue, ensuring that your important client data stays up-to-date across both platforms. Save time, reduce manual entry, and improve accuracy to enhance your sales and client engagement efforts.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a Client
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