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Attio + Microsoft Dynamics 365 CRM

Update Attio people when Microsoft Dynamics 365 CRM contacts are updated

Keep your Attio contacts up-to-date with changes made in Microsoft Dynamics 365 CRM by setting up this seamless workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation will find or create a person in Attio, ensuring your contacts are always accurately reflected across both platforms. Save time and reduce manual data entry by streamlining your contact management process.

Keep your Attio contacts up-to-date with changes made in Microsoft Dynamics 365 CRM by setting up this seamless workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation will find or create a person in Attio, ensuring your contacts are always accurately reflected across both platforms. Save time and reduce manual data entry by streamlining your contact management process.

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

    Triggers when a contact has been updated.

    TriggerScheduled
  2. automatically do this!
    AttioAttio
    Find or Create Person

    Please use the new "Create or Update Record" action instead.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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About Attio

Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.
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Related categories

  • CRM (Customer Relationship Management)

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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.

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