Create activities in Redtail CRM for new contacts in Microsoft Dynamics 365 CRM
Effortlessly keep your CRM contacts up-to-date with this seamless workflow. When you add a new contact in Microsoft Dynamics 365 CRM, this automation will create an activity in Redtail CRM, ensuring that all your critical information is well-integrated across platforms. Save time, reduce manual data entry, and focus on nurturing your customer relationships more effectively.
Effortlessly keep your CRM contacts up-to-date with this seamless workflow. When you add a new contact in Microsoft Dynamics 365 CRM, this automation will create an activity in Redtail CRM, ensuring that all your critical information is well-integrated across platforms. Save time, reduce manual data entry, and focus on nurturing your customer relationships more effectively.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Activity
Creates a new activity in your database.
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