Update Grist records when Microsoft Dynamics 365 CRM contacts are modified
Keep your contacts up-to-date across Microsoft Dynamics 365 CRM and Grist with this seamless workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation will create or update the corresponding record in Grist, ensuring both platforms always have the most accurate and current information. Save time and maintain consistency by effortlessly managing contact records between your CRM and Grist.
Keep your contacts up-to-date across Microsoft Dynamics 365 CRM and Grist with this seamless workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation will create or update the corresponding record in Grist, ensuring both platforms always have the most accurate and current information. Save time and maintain consistency by effortlessly managing contact records between your CRM and Grist.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Create or Update Record
Creates a new Record in a Table, or Updates an existing matching Record
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