Microsoft Dynamics 365 CRM + Streak
Update Streak boxes when Microsoft Dynamics 365 CRM contacts are updated
Keep your Microsoft Dynamics 365 CRM contacts and Streak boxes in sync with this efficient workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, their corresponding Streak box will be edited to reflect the changes. With this automation, you can effortlessly maintain up-to-date information in both systems to boost team collaboration and streamline your sales process.
Keep your Microsoft Dynamics 365 CRM contacts and Streak boxes in sync with this efficient workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, their corresponding Streak box will be edited to reflect the changes. With this automation, you can effortlessly maintain up-to-date information in both systems to boost team collaboration and streamline your sales process.
- When this happens...Updated Contact
Triggers when a contact is updated.
- automatically do this!Edit Box
Edit fields, stage, assigned to, name and notes on an existing box.
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