New conversations in microsoftTeams — Contacts in Agile CRM
The scenario catches new conversations in microsoftTeams and creates contacts in Agile CRM, checks a condition along the way. Runs on its own, no manual copying.
No one who writes slips through: a message in microsoftTeams means a card already waiting in Agile CRM.
Name and contacts fill in themselves, no typing.
You reply from the person's history, not a blank slate.