Update Wealthbox CRM contacts when Microsoft Dynamics 365 CRM contacts are updated
Keep your CRM contacts up to date across platforms with this seamless workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation will instantly create or update the corresponding contact in Wealthbox CRM, ensuring your data is always in sync and accessible in both systems. Focus on building client relationships while saving time and effort on manual data entry.
Keep your CRM contacts up to date across platforms with this seamless workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation will instantly create or update the corresponding contact in Wealthbox CRM, ensuring your data is always in sync and accessible in both systems. Focus on building client relationships while saving time and effort on manual data entry.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Create Contact
Creates a new contact.
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