ClickUp + Microsoft Dynamics 365 CRM

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.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Updated Contact

    Triggers when a contact is updated.

    TriggerScheduled
  2. automatically do this!
    ClickUpClickUp
    Post a Task Comment

    Post a comment to a task

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions