Update Microsoft Dynamics 365 CRM contacts and create individual contacts in Canopy
Keep your contacts consistent across platforms with this efficient workflow. When you update a contact in Microsoft Dynamics 365 CRM, it will automatically create a corresponding individual contact in Canopy, ensuring your information stays up-to-date and organized. Say goodbye to manual data transfers and maintain seamless contact management across both apps.
Keep your contacts consistent across platforms with this efficient workflow. When you update a contact in Microsoft Dynamics 365 CRM, it will automatically create a corresponding individual contact in Canopy, ensuring your information stays up-to-date and organized. Say goodbye to manual data transfers and maintain seamless contact management across both apps.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!
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