Filepass + Microsoft Dynamics 365 CRM
Create new Filepass projects for new Microsoft Dynamics 365 CRM contacts
Effortlessly keep your Microsoft Dynamics 365 CRM contacts and Filepass projects in sync with this powerful workflow. When a new contact is added to your Microsoft Dynamics 365 CRM, a new project will be created in Filepass, ensuring your team stays organized and up-to-date with customer information. No more manual data entry or missed opportunities - enjoy seamless collaboration between the two platforms.
Effortlessly keep your Microsoft Dynamics 365 CRM contacts and Filepass projects in sync with this powerful workflow. When a new contact is added to your Microsoft Dynamics 365 CRM, a new project will be created in Filepass, ensuring your team stays organized and up-to-date with customer information. No more manual data entry or missed opportunities - enjoy seamless collaboration between the two platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!New Project
Create a new project.
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