Foleon integration with Microsoft Dynamics 365 CRM
How to Create Microsoft Dynamic contacts from new Foleon form submissions
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create Microsoft Dynamic contacts from new Foleon form submissions" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Foleon integrations
Foleon actions
Nekton can use any feature that is available in Foleon API.
Using our advanced AI, you can easily create custom automations for Foleon.
Here are some typical actions you can do in your automated workflows.
New Form Submission
Triggers when a form is submitted.
About Foleon
Foleon is a content creation platform that empowers business teams to create engaging and intelligent content experiences at scale.