Update Clio company contacts when Microsoft Dynamics 365 CRM contacts are updated
Keep your contact information up-to-date across Microsoft Dynamics 365 CRM and Clio with this seamless workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation will create a company contact in Clio, ensuring accurate information is available in both platforms. Save time and reduce manual data entry by syncing your contacts effortlessly.
Keep your contact information up-to-date across Microsoft Dynamics 365 CRM and Clio with this seamless workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation will create a company contact in Clio, ensuring accurate information is available in both platforms. Save time and reduce manual data entry by syncing your contacts effortlessly.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Create Company Contact
Creates a company contact.
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