Update companies in Pipeline CRM when contacts are updated in Microsoft Dynamics 365 CRM
Keep your CRM data clean and consistent with this workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation ensures the company information is also updated in Pipeline CRM. Save time and maintain accurate records across platforms without manual intervention.
Keep your CRM data clean and consistent with this workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation ensures the company information is also updated in Pipeline CRM. Save time and maintain accurate records across platforms without manual intervention.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Update Company
Updates an existing company in your PipelineDeals account.
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