Create tasks in MeisterTask for new contacts in Microsoft Dynamics 365 CRM
Effortlessly manage your tasks and contacts with this powerful workflow between Microsoft Dynamics 365 CRM and MeisterTask. Once a new contact is added in Microsoft Dynamics 365 CRM, a corresponding task will be created in MeisterTask, ensuring your team stays organized and up-to-date on important business relationships. Simplify your work process and maintain a seamless connection between your CRM and task management tool with this time-saving automation.
Effortlessly manage your tasks and contacts with this powerful workflow between Microsoft Dynamics 365 CRM and MeisterTask. Once a new contact is added in Microsoft Dynamics 365 CRM, a corresponding task will be created in MeisterTask, ensuring your team stays organized and up-to-date on important business relationships. Simplify your work process and maintain a seamless connection between your CRM and task management tool with this time-saving automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Creates a new task.
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