Update Wealthbox CRM notes when Microsoft Dynamics 365 CRM contacts are updated
Keep your Wealthbox CRM up to date with this workflow that connects Microsoft Dynamics 365 CRM and Wealthbox CRM. When a contact is updated in Microsoft Dynamics 365 CRM, a note is created in Wealthbox CRM with the relevant information. This automation saves time and ensures accurate information is available across your customer relationship management platforms.
Keep your Wealthbox CRM up to date with this workflow that connects Microsoft Dynamics 365 CRM and Wealthbox CRM. When a contact is updated in Microsoft Dynamics 365 CRM, a note is created in Wealthbox CRM with the relevant information. This automation saves time and ensures accurate information is available across your customer relationship management platforms.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Create Note
Creates a new note.
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