Update Wealthbox CRM events when Microsoft Dynamics 365 CRM contacts are updated
Keep your CRM data in sync with this efficient workflow. When a contact is updated in Microsoft Dynamics 365 CRM, it will create an event in Wealthbox CRM, ensuring seamless coordination across platforms. Save time and maintain accuracy with this easy-to-implement automation.
Keep your CRM data in sync with this efficient workflow. When a contact is updated in Microsoft Dynamics 365 CRM, it will create an event in Wealthbox CRM, ensuring seamless coordination across platforms. Save time and maintain accuracy with this easy-to-implement automation.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Create Event
Creates a new event.
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