Create and update Quickbase records with new Microsoft Dynamics 365 CRM contacts
Keep your customer information updated effortlessly with this efficient workflow. When a new contact is created in Microsoft Dynamics 365 CRM, the associated record in Quickbase will be updated accordingly. Save time by automating your data management and ensure consistent, accurate information across both platforms.
Keep your customer information updated effortlessly with this efficient workflow. When a new contact is created in Microsoft Dynamics 365 CRM, the associated record in Quickbase will be updated accordingly. Save time by automating your data management and ensure consistent, accurate information across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Record
Updates a record in a Quick Base table.
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