Update Scoro persons when Microsoft Dynamics 365 CRM contacts are changed
Keep your CRM and project management tools in sync with this efficient workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation will create or update the corresponding person in Scoro. This way, you can ensure that your teams are always working with the most up-to-date information, saving you time and reducing the possibility of errors.
Keep your CRM and project management tools in sync with this efficient workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation will create or update the corresponding person in Scoro. This way, you can ensure that your teams are always working with the most up-to-date information, saving you time and reducing the possibility of errors.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Create or Update Person
Creates a new person or updates an existing one if e-mail address of the person match.
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