ClickUp + Microsoft Dynamics 365 CRM

Update ClickUp task comments when Microsoft Dynamics 365 CRM contacts are modified

Keep your team informed and up-to-date with this automation that connects Microsoft Dynamics 365 CRM and ClickUp. Whenever a contact is updated in Microsoft Dynamics 365 CRM, a task comment will be posted in ClickUp, ensuring that everyone stays on the same page regarding any contact changes. Stay organized and efficient with this seamless workflow between your CRM and project management platforms.

Keep your team informed and up-to-date with this automation that connects Microsoft Dynamics 365 CRM and ClickUp. Whenever a contact is updated in Microsoft Dynamics 365 CRM, a task comment will be posted in ClickUp, ensuring that everyone stays on the same page regarding any contact changes. Stay organized and efficient with this seamless workflow between your CRM and project management platforms.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Updated Contact

    Triggers when a contact is updated.

    TriggerPolling
  2. automatically do this!
    ClickUpClickUp
    Post a Task Comment

    Post a comment to a task

    ActionWrite
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Supported triggers and actions

clickup logo
clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Learn more

Related categories

  • Project Management

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microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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