Create Siigo customers from updated Microsoft Dynamics 365 CRM contacts
Effortlessly keep your CRM contacts and Siigo customers up to date with this streamlined workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation will create a new customer in Siigo using the updated information. Maintain accurate records and ensure seamless customer management across both platforms with ease.
Effortlessly keep your CRM contacts and Siigo customers up to date with this streamlined workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation will create a new customer in Siigo using the updated information. Maintain accurate records and ensure seamless customer management across both platforms with ease.
- When this happens...Updated Contact
Triggers when a contact is updated.
- automatically do this!Create Customer
Creates a new customer.
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