Microsoft Dynamics 365 CRM + Redtail CRM
Create contacts in Redtail CRM for new Microsoft Dynamics 365 CRM contacts
Effortlessly keep your contacts up-to-date in both Microsoft Dynamics 365 and Redtail CRM with this seamless workflow. Whenever you add a new contact to your Microsoft Dynamics 365 CRM, the contact information will also be created in your Redtail CRM, ensuring consistent and efficient management across both platforms. Save time and maintain accuracy with this streamlined contact syncing process.
Effortlessly keep your contacts up-to-date in both Microsoft Dynamics 365 and Redtail CRM with this seamless workflow. Whenever you add a new contact to your Microsoft Dynamics 365 CRM, the contact information will also be created in your Redtail CRM, ensuring consistent and efficient management across both platforms. Save time and maintain accuracy with this streamlined contact syncing process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new contact in your database.
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