Update Help Scout notes when Microsoft Dynamics 365 CRM contacts are modified
Keep your Help Scout notes up to date with this automation. When a contact is updated in Microsoft Dynamics 365 CRM, this workflow adds a note in Help Scout immediately. Stay organized and informed with real-time updates, ensuring your customer support team has the most accurate information for handling client inquiries.
Keep your Help Scout notes up to date with this automation. When a contact is updated in Microsoft Dynamics 365 CRM, this workflow adds a note in Help Scout immediately. Stay organized and informed with real-time updates, ensuring your customer support team has the most accurate information for handling client inquiries.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Add Note
Adds a note to existing conversation.
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