Update Redtail CRM activities when Microsoft Dynamics 365 CRM contacts are modified
Keep your Microsoft Dynamics 365 CRM and Redtail CRM contacts up-to-date effortlessly with this automation workflow. When you update a contact in Microsoft Dynamics 365 CRM, it will create an activity for the same contact in Redtail CRM seamlessly. This way, you can ensure that contact details on both platforms remain consistent, saving you time and effort in managing two different systems.
Keep your Microsoft Dynamics 365 CRM and Redtail CRM contacts up-to-date effortlessly with this automation workflow. When you update a contact in Microsoft Dynamics 365 CRM, it will create an activity for the same contact in Redtail CRM seamlessly. This way, you can ensure that contact details on both platforms remain consistent, saving you time and effort in managing two different systems.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Create Activity
Creates a new activity in your database.
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