Update Salestrekker deals when Microsoft Dynamics 365 CRM contacts are updated
Efficiently manage your deals and maintain consistency across platforms with this workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this integration will create a new deal in Salestrekker, eliminating the need for manual data entry. Streamline your contact management process and stay focused on closing deals with this seamless automation.
Efficiently manage your deals and maintain consistency across platforms with this workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this integration will create a new deal in Salestrekker, eliminating the need for manual data entry. Streamline your contact management process and stay focused on closing deals with this seamless automation.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Create New Deal
Creates a new Deal.
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