Add tags to Trainerize clients when new contacts are created in Microsoft Dynamics 365 CRM
Effortlessly maintain consistency between your client lists in Microsoft Dynamics 365 CRM and Trainerize with this automation. When you add a new contact in Microsoft Dynamics 365 CRM, it will instantly create a new contact in Trainerize. Enhance efficiency in your client management process by keeping both platforms updated seamlessly.
Effortlessly maintain consistency between your client lists in Microsoft Dynamics 365 CRM and Trainerize with this automation. When you add a new contact in Microsoft Dynamics 365 CRM, it will instantly create a new contact in Trainerize. Enhance efficiency in your client management process by keeping both platforms updated seamlessly.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Tag to Client
Apply a custom client tag to an existing client.
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