Microsoft Dynamics 365 CRM + Redbooth
Create tasks in Redbooth for new contacts in Microsoft Dynamics 365 CRM
Keep your team updated and organized by automatically turning new contacts in Microsoft Dynamics 365 CRM into tasks in Redbooth. When a new contact is added to your CRM, this workflow creates a corresponding task in Redbooth, ensuring that important details and follow-ups are logged and easily accessible for your team members. Streamline your process and minimize manual input, so you can focus on building strong relationships with your clients.
Keep your team updated and organized by automatically turning new contacts in Microsoft Dynamics 365 CRM into tasks in Redbooth. When a new contact is added to your CRM, this workflow creates a corresponding task in Redbooth, ensuring that important details and follow-ups are logged and easily accessible for your team members. Streamline your process and minimize manual input, so you can focus on building strong relationships with your clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Triggers when a new task is created.
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