Update tasks in Bonjoro for updated contacts in Microsoft Dynamics 365 CRM
Keep your tasks up-to-date with this seamless integration between Microsoft Dynamics 365 CRM and Bonjoro. Whenever a contact is updated in Dynamics 365 CRM, a task will be created in Bonjoro, ensuring that your team remains informed and can easily manage their workload. This automation helps improve customer relationships by allowing your team to stay on top of contact updates and deliver personalized experiences.
Keep your tasks up-to-date with this seamless integration between Microsoft Dynamics 365 CRM and Bonjoro. Whenever a contact is updated in Dynamics 365 CRM, a task will be created in Bonjoro, ensuring that your team remains informed and can easily manage their workload. This automation helps improve customer relationships by allowing your team to stay on top of contact updates and deliver personalized experiences.
- When this happens...Updated Contact
Triggers when a contact is updated.
- automatically do this!Create Task
Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
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