Microsoft Dynamics 365 CRM + Steady
Update Steady activities when Microsoft Dynamics 365 CRM contacts are modified
Keep track of updated contacts in Microsoft Dynamics 365 CRM and efficiently manage team activities with this seamless workflow. Once set up, each time a contact is updated in Dynamics 365 CRM, this automation will log the activity in the Steady app, ensuring timely updates and accurate records of your team's progress. Stay organized and informed with this streamlined process that boosts productivity and collaboration.
Keep track of updated contacts in Microsoft Dynamics 365 CRM and efficiently manage team activities with this seamless workflow. Once set up, each time a contact is updated in Dynamics 365 CRM, this automation will log the activity in the Steady app, ensuring timely updates and accurate records of your team's progress. Stay organized and informed with this streamlined process that boosts productivity and collaboration.
- When this happens...Updated Contact
Triggers when a contact is updated.
- automatically do this!Record Activity
Records an activity and adds it to the next check-in for a specific team member.
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