Add notes in Follow Up Boss for new contacts in Microsoft Dynamics 365 CRM
Effortlessly keep track of new contacts in your CRM by utilizing this automation workflow between Microsoft Dynamics 365 CRM and Follow Up Boss. When a new contact is added to Microsoft Dynamics 365 CRM, the workflow will create a note in Follow Up Boss, ensuring you never miss any important information. Save time, stay organized and enhance your customer relationship management with this seamless integration.
Effortlessly keep track of new contacts in your CRM by utilizing this automation workflow between Microsoft Dynamics 365 CRM and Follow Up Boss. When a new contact is added to Microsoft Dynamics 365 CRM, the workflow will create a note in Follow Up Boss, ensuring you never miss any important information. Save time, stay organized and enhance your customer relationship management with this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Note
Creates a note on a contact
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