Create Orbit activities for updated Microsoft Dynamics 365 CRM contacts
Keep your CRM contacts and Orbit platform activities in sync with this seamless workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation will create a new activity in Orbit, ensuring your team is always up-to-date on the latest changes. Stay organized and never miss a beat with this efficient process.
Keep your CRM contacts and Orbit platform activities in sync with this seamless workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation will create a new activity in Orbit, ensuring your team is always up-to-date on the latest changes. Stay organized and never miss a beat with this efficient process.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Create Activity
Save an activity to a Member profile in Orbit. If the Member profile does not exist, it will also be created using this Action.
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