Create or update Follow Up Boss contacts when new contacts appear in Microsoft Dynamics 365 CRM
Effortlessly keep your contacts up-to-date across Microsoft Dynamics 365 CRM and Follow Up Boss with this seamless workflow. Whenever a new contact is added to your Microsoft Dynamics 365 CRM, this automation will either create or update the contact in Follow Up Boss without triggering any action plans. Stay organized and ensure consistent data across both platforms, saving you time and boosting efficiency.
Effortlessly keep your contacts up-to-date across Microsoft Dynamics 365 CRM and Follow Up Boss with this seamless workflow. Whenever a new contact is added to your Microsoft Dynamics 365 CRM, this automation will either create or update the contact in Follow Up Boss without triggering any action plans. Stay organized and ensure consistent data across both platforms, saving you time and boosting efficiency.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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