Pobuca Connect integration with Microsoft Dynamics 365 CRM
How to Create Microsoft Dynamics CRM contacts from new Pobuca Connect contacts
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
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Microsoft Dynamics CRM contacts from new Pobuca Connect contacts" and then click on "Automate".
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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 Pobuca Connect integrations
Pobuca Connect actions
Nekton can use any feature that is available in Pobuca Connect API.
Using our advanced AI, you can easily create custom automations for Pobuca Connect.
Here are some typical actions you can do in your automated workflows.
Create Organization
Creates a new organization.
Find Contact
Finds a contact.
Create Contact
Creates a new contact.
Update Contact
Updates a contact.
Find or Create Contact
Find or Create Contact
Deleted Contact
Triggers when a contact is deleted.
About Pobuca Connect
Pobuca Connect is an AI digital assistant that optimizes the way your business stores and communicates with business contacts.