Create tasks in Follow Up Boss for new contacts in Microsoft Dynamics 365 CRM
Effortlessly stay on top of new contacts in your Microsoft Dynamics 365 CRM by utilizing this seamless workflow to create tasks in Follow Up Boss. Whenever a new contact is added to Microsoft Dynamics 365 CRM, a corresponding task will be generated in Follow Up Boss, ensuring your team never misses an opportunity to connect with potential clients and grow your business.
Effortlessly stay on top of new contacts in your Microsoft Dynamics 365 CRM by utilizing this seamless workflow to create tasks in Follow Up Boss. Whenever a new contact is added to Microsoft Dynamics 365 CRM, a corresponding task will be generated in Follow Up Boss, ensuring your team never misses an opportunity to connect with potential clients and grow your business.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Create a task for a contact.
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