Microsoft Dynamics 365 CRM + Virtually
Add new Microsoft Dynamics 365 CRM contacts to Virtually as members
Effortlessly manage your client information with this powerful workflow that connects Microsoft Dynamics 365 CRM and Virtually. When a new contact is added in Microsoft Dynamics 365 CRM, the workflow quickly creates or updates a corresponding member in Virtually, ensuring your client data stays up-to-date across both platforms. Save time, improve efficiency, and maintain accurate records with this streamlined process.
Effortlessly manage your client information with this powerful workflow that connects Microsoft Dynamics 365 CRM and Virtually. When a new contact is added in Microsoft Dynamics 365 CRM, the workflow quickly creates or updates a corresponding member in Virtually, ensuring your client data stays up-to-date across both platforms. Save time, improve efficiency, and maintain accurate records with this streamlined process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Member
Creates a new member, or if a member with the given email address already exists, updates the member's name.
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