Microsoft Dynamics 365 CRM + Top Producer
Add new Microsoft Dynamics 365 CRM contacts to Top Producer as contacts
Effortlessly maintain your contact lists in both Microsoft Dynamics 365 CRM and Top Producer with this streamlined workflow. Whenever you add a new contact in Microsoft Dynamics 365 CRM, this automation will create a corresponding contact in Top Producer, ensuring your databases stay up-to-date and consistent across platforms. Save time and eliminate manual data entry, allowing you to focus on building relationships with your contacts.
Effortlessly maintain your contact lists in both Microsoft Dynamics 365 CRM and Top Producer with this streamlined workflow. Whenever you add a new contact in Microsoft Dynamics 365 CRM, this automation will create a corresponding contact in Top Producer, ensuring your databases stay up-to-date and consistent across platforms. Save time and eliminate manual data entry, allowing you to focus on building relationships with your contacts.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create a Contact
Creates a new contact in Top Producer® CRM, which in turn will trigger any action plans you’ve set to automatically apply to new leads.
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