Microsoft Dynamics 365 CRM + Top Producer
Create Top Producer contacts for updated Microsoft Dynamics 365 CRM contacts
Keep your contact information up-to-date across Microsoft Dynamics 365 CRM and Top Producer with this seamless workflow. When a contact is updated in Microsoft Dynamics 365 CRM, a new contact will be created in Top Producer, ensuring consistent and accurate information across both platforms. Save time and effort by maintaining an organized, accurate database without manual data entry.
Keep your contact information up-to-date across Microsoft Dynamics 365 CRM and Top Producer with this seamless workflow. When a contact is updated in Microsoft Dynamics 365 CRM, a new contact will be created in Top Producer, ensuring consistent and accurate information across both platforms. Save time and effort by maintaining an organized, accurate database without manual data entry.
- When this happens...Updated Contact
Triggers when a contact is updated.
- automatically do this!Create a Contact
Creates a new contact in Top Producer® CRM, which in turn will trigger any action plans you’ve set to automatically apply to new leads.
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