Update Pipeline CRM persons when Microsoft Dynamics 365 CRM contacts are updated
Easily keep your CRM and sales pipeline updated with this workflow. When a contact is updated in Microsoft Dynamics 365 CRM, a new person will be created in Pipeline CRM, ensuring your sales team always has the most accurate information at their fingertips. This automation helps streamline your data management process and saves you valuable time.
Easily keep your CRM and sales pipeline updated with this workflow. When a contact is updated in Microsoft Dynamics 365 CRM, a new person will be created in Pipeline CRM, ensuring your sales team always has the most accurate information at their fingertips. This automation helps streamline your data management process and saves you valuable time.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Create Person
Creates a new person in your PipelineDeals account.
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