Update Autotask companies when new contacts are added in Microsoft Dynamics 365 CRM
Effortlessly keep your Microsoft Dynamics 365 CRM and Autotask apps in sync with this efficient workflow. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this automation will instantly update the company information in Autotask, helping you maintain up-to-date and accurate records across both platforms. Save time and maintain organized customer records with this seamless integration.
Effortlessly keep your Microsoft Dynamics 365 CRM and Autotask apps in sync with this efficient workflow. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this automation will instantly update the company information in Autotask, helping you maintain up-to-date and accurate records across both platforms. Save time and maintain organized customer records with this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Company
Update a company.
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