Microsoft Dynamics 365 CRM + Workboard
Create action items in Workboard for new contacts in Microsoft Dynamics 365 CRM
Efficiently manage new contacts in your Microsoft Dynamics 365 CRM by creating action items in Workboard with this seamless automation. Once set up, every time a new contact is added in Microsoft Dynamics 365 CRM, an action item will be created in Workboard, helping you stay organized and on top of your tasks. Improve your workflow and ensure timely follow-ups with this time-saving integration.
Efficiently manage new contacts in your Microsoft Dynamics 365 CRM by creating action items in Workboard with this seamless automation. Once set up, every time a new contact is added in Microsoft Dynamics 365 CRM, an action item will be created in Workboard, helping you stay organized and on top of your tasks. Improve your workflow and ensure timely follow-ups with this time-saving integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Action Item
Create an action item in Workboard
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