Update contacts in Microsoft Dynamics 365 CRM when new or updated opportunities arise in Capsule CRM
Stay on top of your sales process by seamlessly updating your Microsoft Dynamics 365 CRM contacts when new or updated opportunities arise in Capsule CRM. This automation will ensure that your contact information is always up-to-date, helping you maintain clear communication with clients and close deals more efficiently. Streamline your CRM management and save time with this efficient workflow.
Stay on top of your sales process by seamlessly updating your Microsoft Dynamics 365 CRM contacts when new or updated opportunities arise in Capsule CRM. This automation will ensure that your contact information is always up-to-date, helping you maintain clear communication with clients and close deals more efficiently. Streamline your CRM management and save time with this efficient workflow.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Update Contact
Updates a contact.
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