Microsoft Dynamics 365 CRM + Spoki
Create or update contacts in Spoki from new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your contacts between Microsoft Dynamics 365 CRM and Spoki using this seamless workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, it automatically creates or updates the corresponding contact in Spoki, ensuring your contact records remain updated across both platforms. Save time and maintain accurate contact information, allowing you to focus on converting leads into customers.
Effortlessly manage your contacts between Microsoft Dynamics 365 CRM and Spoki using this seamless workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, it automatically creates or updates the corresponding contact in Spoki, ensuring your contact records remain updated across both platforms. Save time and maintain accurate contact information, allowing you to focus on converting leads into customers.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create or Update Contact
Creates or updates a contact in the Spoki Platform. The match of contact is by phone.
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