Create Wealthbox CRM notes for new Microsoft Dynamics 365 CRM contacts
Effortlessly keep track of new contacts in your CRM systems with this seamless workflow. When a new contact is added in Microsoft Dynamics 365 CRM, a note will be created in Wealthbox CRM for easy reference and organization. Stay on top of your relationships and maintain comprehensive customer records with this streamlined automation.
Effortlessly keep track of new contacts in your CRM systems with this seamless workflow. When a new contact is added in Microsoft Dynamics 365 CRM, a note will be created in Wealthbox CRM for easy reference and organization. Stay on top of your relationships and maintain comprehensive customer records with this streamlined automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Note
Creates a new note.
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