Microsoft Dynamics 365 CRM + PandaDoc
Update PandaDoc contacts when Microsoft Dynamics 365 CRM contacts are modified
Effortlessly keep your contacts up-to-date in both Microsoft Dynamics 365 CRM and PandaDoc with this automation workflow. Every time a contact is updated in Microsoft Dynamics 365 CRM, the workflow will create or update the corresponding contact in PandaDoc, ensuring your contact information is always current across both platforms. Streamline your contact management and save valuable time with this simple, yet effective solution.
Effortlessly keep your contacts up-to-date in both Microsoft Dynamics 365 CRM and PandaDoc with this automation workflow. Every time a contact is updated in Microsoft Dynamics 365 CRM, the workflow will create or update the corresponding contact in PandaDoc, ensuring your contact information is always current across both platforms. Streamline your contact management and save valuable time with this simple, yet effective solution.
- When this happens...Updated Contact
Triggers when a contact is updated.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
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