Description
Keep your PSA contact records accurate—automatically.
Raven Automation’s Sync Contacts from Microsoft 365 workflow identifies licensed users in your Microsoft 365 tenant and automatically creates any missing contacts in your PSA. This eliminates manual entry, ensures data consistency, and keeps your service team working with up-to-date user information.
Whether you’re onboarding a new client or maintaining existing accounts, this workflow helps streamline contact management across systems.
Key Benefits:
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Automatically creates missing PSA contacts from M365 licensed users
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Ensures data consistency and accuracy
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Reduces manual work and onboarding time
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Improves visibility for technicians and account managers
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Enhances integration between Microsoft 365 and your PSA
