Create and update contacts in Microsoft Dynamics 365 CRM when new contacts are added to Wealthbox CRM
Effortlessly maintain consistency across your CRM systems with this dynamic workflow. When you add a new contact in Wealthbox CRM, this automation ensures their information is updated in Microsoft Dynamics 365 CRM. Keep your team informed and your data up-to-date without any manual intervention, streamlining your contact management process.
Effortlessly maintain consistency across your CRM systems with this dynamic workflow. When you add a new contact in Wealthbox CRM, this automation ensures their information is updated in Microsoft Dynamics 365 CRM. Keep your team informed and your data up-to-date without any manual intervention, streamlining your contact management process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Contact
Updates a contact.
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