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Act-On + Microsoft Dynamics 365 CRM

Create or update Act-On contacts when new Microsoft Dynamics 365 CRM contacts are added

Effortlessly maintain your contact records in Act-On with this automation that keeps your Microsoft Dynamics 365 CRM contacts updated. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this workflow will create or update the contact's information in Act-On by email address. Now you can ensure your contact data stays accurate and up-to-date across both platforms.

Effortlessly maintain your contact records in Act-On with this automation that keeps your Microsoft Dynamics 365 CRM contacts updated. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this workflow will create or update the contact's information in Act-On by email address. Now you can ensure your contact data stays accurate and up-to-date across both platforms.

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

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    Act-OnAct-On
    Update or Create Contact (By Email Address)

    Updates an existing contact or creates one if not found in a target list. A contact is identified by their email address.

    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 Act-On

Act-On's growth marketing platform enables marketers to grow their business, deliver exceptional brand experiences, and drive customer engagement with their offerings across the customer life cycle-for every customer, every time.
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Related categories

  • Marketing Automation

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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.

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