Add tags in Crelate for new contacts in Microsoft Dynamics 365 CRM
Effortlessly keep your contact information updated across Microsoft Dynamics 365 CRM and Crelate with this seamless workflow. Whenever a new contact is added to Microsoft Dynamics 365 CRM, their tags will be instantly updated in Crelate, ensuring consistent and accurate data in both apps. Spend less time on manual data entry and focus on building stronger relationships with your contacts.
Effortlessly keep your contact information updated across Microsoft Dynamics 365 CRM and Crelate with this seamless workflow. Whenever a new contact is added to Microsoft Dynamics 365 CRM, their tags will be instantly updated in Crelate, ensuring consistent and accurate data in both apps. Spend less time on manual data entry and focus on building stronger relationships with your contacts.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Tags
Updates a company, contact, or job's tags.
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