Microsoft Dynamics 365 CRM + seven
Lookup cnams for new contacts in Microsoft Dynamics 365 CRM with seven
Enhance your customer interactions by instantly looking up caller information whenever you add a new contact in Microsoft Dynamics 365 CRM. This workflow streamlines the process by fetching CNAM details using the Seven app, providing you with accurate caller ID data. Improve your communication strategy by personalizing conversations based on the obtained insights, ultimately boosting your client engagement and satisfaction.
Enhance your customer interactions by instantly looking up caller information whenever you add a new contact in Microsoft Dynamics 365 CRM. This workflow streamlines the process by fetching CNAM details using the Seven app, providing you with accurate caller ID data. Improve your communication strategy by personalizing conversations based on the obtained insights, ultimately boosting your client engagement and satisfaction.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Lookup CNAM
Query the Caller ID name for any phone number worldwide. Please note that not every phone number has an entry. Since the data is collected from various sources you could get geographical locations, company names/names or the network operator in response.
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