Microsoft Dynamics 365 CRM + Paymo
Update tasks in Paymo when contacts are updated in Microsoft Dynamics 365 CRM
Efficiently manage your contacts and tasks with this time-saving workflow. When a Contact Updated event occurs in Microsoft Dynamics 365 CRM, a new task will be created in Paymo. This seamless integration ensures that your contact information remains updated across both platforms, streamlining your work process and enabling you to stay organized and focused on what matters most.
Efficiently manage your contacts and tasks with this time-saving workflow. When a Contact Updated event occurs in Microsoft Dynamics 365 CRM, a new task will be created in Paymo. This seamless integration ensures that your contact information remains updated across both platforms, streamlining your work process and enabling you to stay organized and focused on what matters most.
- When this happens...Updated Contact
Triggers when a contact is updated.
- automatically do this!Create Task
Creates a new task.
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