Add or update Fieldnotes contacts when new Microsoft Dynamics 365 CRM contacts are created
Effortlessly keep your Microsoft Dynamics 365 CRM and Fieldnotes contacts up-to-date with this automation. When a new contact is added in Microsoft Dynamics 365 CRM, this workflow will either update the contact’s information or create a new contact in Fieldnotes. Stay organized and never worry about manual data entry again.
Effortlessly keep your Microsoft Dynamics 365 CRM and Fieldnotes contacts up-to-date with this automation. When a new contact is added in Microsoft Dynamics 365 CRM, this workflow will either update the contact’s information or create a new contact in Fieldnotes. Stay organized and never worry about manual data entry again.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update or Add Contact
Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).
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