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Microsoft Dynamics 365 CRM + Redbooth

Update Redbooth tasks when Microsoft Dynamics 365 CRM contacts are updated

Keep your tasks up-to-date and organized with this Microsoft Dynamics 365 CRM and Redbooth workflow. Whenever a contact is updated in your Microsoft Dynamics 365 CRM, this automation will create a new task in Redbooth, ensuring your team stays on top of all important updates. Save time and stay focused on your work with this convenient and efficient solution.

Keep your tasks up-to-date and organized with this Microsoft Dynamics 365 CRM and Redbooth workflow. Whenever a contact is updated in your Microsoft Dynamics 365 CRM, this automation will create a new task in Redbooth, ensuring your team stays on top of all important updates. Save time and stay focused on your work with this convenient and efficient solution.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Contact Updated

    Triggers when a contact has been updated.

    TriggerScheduled
  2. automatically do this!
    RedboothRedbooth
    Create Task

    Triggers when a new task is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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About Redbooth

Redbooth is project management software for highly productive teams, including marketing departments, creative agencies, and more. Built for collaboration on complex projects, and optimized for doing great work.

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