Microsoft Dynamics 365 CRM + Redtail CRM
Create contacts in Microsoft Dynamics 365 CRM for new Redtail CRM activities
Efficiently manage your customer data with this Redtail CRM and Microsoft Dynamics 365 CRM integration. With this seamless workflow, every time a new activity is created in Redtail CRM, a corresponding contact will be created in Microsoft Dynamics 365 CRM. Stay organized and ensure that all essential information is readily available across your business platforms.
Efficiently manage your customer data with this Redtail CRM and Microsoft Dynamics 365 CRM integration. With this seamless workflow, every time a new activity is created in Redtail CRM, a corresponding contact will be created in Microsoft Dynamics 365 CRM. Stay organized and ensure that all essential information is readily available across your business platforms.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Contact
Creates a new contact.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It