Agile CRM + Microsoft Dynamics 365 CRM
Create or update Agile CRM contacts from new Microsoft Dynamics 365 CRM contacts
Effortlessly keep your contacts up to date with this workflow that connects Microsoft Dynamics 365 CRM and Agile CRM. When a new contact is added in Microsoft Dynamics 365 CRM, it will automatically create or update the contact in Agile CRM, ensuring consistent and accurate information across both platforms. Save time and maintain a seamless database by setting up this contact management automation.
Effortlessly keep your contacts up to date with this workflow that connects Microsoft Dynamics 365 CRM and Agile CRM. When a new contact is added in Microsoft Dynamics 365 CRM, it will automatically create or update the contact in Agile CRM, ensuring consistent and accurate information across both platforms. Save time and maintain a seamless database by setting up this contact management automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
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