Update ClickUp task comments when Microsoft Dynamics 365 CRM contacts are modified
Keep your team informed and up-to-date with this automation that connects Microsoft Dynamics 365 CRM and ClickUp. Whenever a contact is updated in Microsoft Dynamics 365 CRM, a task comment will be posted in ClickUp, ensuring that everyone stays on the same page regarding any contact changes. Stay organized and efficient with this seamless workflow between your CRM and project management platforms.
Keep your team informed and up-to-date with this automation that connects Microsoft Dynamics 365 CRM and ClickUp. Whenever a contact is updated in Microsoft Dynamics 365 CRM, a task comment will be posted in ClickUp, ensuring that everyone stays on the same page regarding any contact changes. Stay organized and efficient with this seamless workflow between your CRM and project management platforms.
- When this happens...Updated Contact
Triggers when a contact is updated.
- automatically do this!Post a Task Comment
Post a comment to a task
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