Add tags to new Microsoft Dynamics 365 CRM contacts in Follow Up Boss
Effortlessly manage your new contacts from Microsoft Dynamics 365 CRM by allowing this workflow to tag them in Follow Up Boss. As soon as a new contact is added in Microsoft Dynamics 365 CRM, it will be tagged in Follow Up Boss, ensuring you keep track of your important relationships and stay organized without manual input. Enhance your CRM process and stay on top of your contacts with this seamless integration.
Effortlessly manage your new contacts from Microsoft Dynamics 365 CRM by allowing this workflow to tag them in Follow Up Boss. As soon as a new contact is added in Microsoft Dynamics 365 CRM, it will be tagged in Follow Up Boss, ensuring you keep track of your important relationships and stay organized without manual input. Enhance your CRM process and stay on top of your contacts with this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Tags to a Contact
Adds tags to a contact.
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