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Advantage Anywhere + Microsoft Dynamics 365 CRM

Update contacts in Advantage Anywhere when Microsoft Dynamics 365 CRM contacts are updated

Keep your contact data up-to-date across Microsoft Dynamics 365 CRM and Advantage Anywhere with this seamless workflow. When a contact is updated in Microsoft Dynamics 365 CRM, the same information will be added to Advantage Anywhere, ensuring consistency and accuracy. Save time and reduce manual entry errors by streamlining your contact management process.

Keep your contact data up-to-date across Microsoft Dynamics 365 CRM and Advantage Anywhere with this seamless workflow. When a contact is updated in Microsoft Dynamics 365 CRM, the same information will be added to Advantage Anywhere, ensuring consistency and accuracy. Save time and reduce manual entry errors 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!
    Advantage AnywhereAdvantage Anywhere
    Create Contact

    Creates a new contact (i.e. Lead, Prospect, Client)

    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 Advantage Anywhere

The leads, sales & marketing automation machine: CRM, email, video, print, text, landing pages, social, events, sales funnel…all-in-one!
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Related categories

  • Marketing Automation

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