Fellow + Microsoft Dynamics 365 CRM
Create action items in Fellow for new contacts in Microsoft Dynamics 365 CRM
Keep your Fellow app updated with the latest contact information from Microsoft Dynamics 365 CRM. With this workflow, whenever there's a new contact added in your CRM, an action item will be created in Fellow to ensure necessary follow-ups. Save time on manual entry and stay focused on building strong customer relationships.
Keep your Fellow app updated with the latest contact information from Microsoft Dynamics 365 CRM. With this workflow, whenever there's a new contact added in your CRM, an action item will be created in Fellow to ensure necessary follow-ups. Save time on manual entry and stay focused on building strong customer relationships.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Action Item
Creates an action item in a specified stream.
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About Fellow
Fellow is a privacy-focused AI meeting assistant that records and summarizes meetings with enterprise-grade security.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
