Encharge + Microsoft Dynamics 365 CRM
Update contacts in Microsoft Dynamics 365 CRM and add tags in Encharge
Maintain up-to-date contact tags in Encharge when their information is updated in Microsoft Dynamics 365 CRM with this efficient workflow. As contact details change in your CRM, this integration adds a corresponding tag to the same contact in Encharge, ensuring consistent and organized data for your marketing and sales initiatives. Save time and effort while keeping track of your contacts through this seamless process.
Maintain up-to-date contact tags in Encharge when their information is updated in Microsoft Dynamics 365 CRM with this efficient workflow. As contact details change in your CRM, this integration adds a corresponding tag to the same contact in Encharge, ensuring consistent and organized data for your marketing and sales initiatives. Save time and effort while keeping track of your contacts through this seamless process.
- When this happens...Updated Contact
Triggers when a contact is updated.
- automatically do this!Add Tag
Tag a person in Encharge
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