Create tasks in Agile CRM for new contacts in Microsoft Dynamics 365 CRM
Effortlessly maintain a well-organized task list by connecting Microsoft Dynamics 365 CRM and Agile CRM. With this workflow, every time a new contact is added in Microsoft Dynamics 365 CRM, a task will be created in Agile CRM, ensuring that you never miss out on important follow-ups. Enjoy a streamlined process for managing contacts and tasks, saving time and boosting productivity.
Effortlessly maintain a well-organized task list by connecting Microsoft Dynamics 365 CRM and Agile CRM. With this workflow, every time a new contact is added in Microsoft Dynamics 365 CRM, a task will be created in Agile CRM, ensuring that you never miss out on important follow-ups. Enjoy a streamlined process for managing contacts and tasks, saving time and boosting productivity.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Create a Task for the Contact.
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