Update OnePageCRM contacts when Microsoft Dynamics 365 CRM contacts are updated
Keep your CRM contacts up to date with this seamless workflow. When a contact is updated in Microsoft Dynamics 365, this automation creates a new contact in OnePageCRM, ensuring your sales team can access the latest customer information without manual intervention. Save time and maintain accurate data across both platforms with this easy-to-set-up process.
Keep your CRM contacts up to date with this seamless workflow. When a contact is updated in Microsoft Dynamics 365, this automation creates a new contact in OnePageCRM, ensuring your sales team can access the latest customer information without manual intervention. Save time and maintain accurate data across both platforms with this easy-to-set-up process.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Create Contact
Creates a new contact in OnePageCRM.
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