Create or update Warm Welcome contacts from new Microsoft Dynamics 365 CRM contacts
Effortlessly maintain your contact list with this efficient workflow between Microsoft Dynamics 365 CRM and Warm Welcome. Whenever a new contact is added in Microsoft Dynamics 365 CRM, their information will be used to create or update a contact in Warm Welcome, ensuring your database stays up-to-date without manual intervention. Streamline your contact management process and never let important details slip through the cracks again.
Effortlessly maintain your contact list with this efficient workflow between Microsoft Dynamics 365 CRM and Warm Welcome. Whenever a new contact is added in Microsoft Dynamics 365 CRM, their information will be used to create or update a contact in Warm Welcome, ensuring your database stays up-to-date without manual intervention. Streamline your contact management process and never let important details slip through the cracks again.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Contact
Creates a contact and updates if not found.
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