Archive items in monday.com when new contacts are added to Microsoft Dynamics 365 CRM
Keep your CRM contacts and project management platform organized with this efficient workflow. When a new contact is added in Microsoft Dynamics 365 CRM, this automation creates an item in your monday.com app. By doing so, you can maintain up-to-date records and ensure a seamless transition between your apps, saving you time and reducing manual tasks.
Keep your CRM contacts and project management platform organized with this efficient workflow. When a new contact is added in Microsoft Dynamics 365 CRM, this automation creates an item in your monday.com app. By doing so, you can maintain up-to-date records and ensure a seamless transition between your apps, saving you time and reducing manual tasks.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Archive Item
Archives an item
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