Agile CRM + Microsoft Dynamics 365 CRM

Update Agile CRM contacts when Microsoft Dynamics 365 CRM contacts are modified

Keep your CRM contacts up to date across platforms with this seamless workflow between Microsoft Dynamics 365 CRM and Agile CRM. When a contact is updated in Microsoft Dynamics 365 CRM, this automation creates or updates the corresponding contact in Agile CRM, ensuring consistent and accurate contact information across both systems. Say goodbye to manual entry and maintain an organized contact list effortlessly with this efficient CRM integration.

Keep your CRM contacts up to date across platforms with this seamless workflow between Microsoft Dynamics 365 CRM and Agile CRM. When a contact is updated in Microsoft Dynamics 365 CRM, this automation creates or updates the corresponding contact in Agile CRM, ensuring consistent and accurate contact information across both systems. Say goodbye to manual entry and maintain an organized contact list effortlessly with this efficient CRM integration.

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

    Triggers when a contact is updated.

    TriggerPolling
  2. automatically do this!
    Agile CRMAgile CRM
    Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

    ActionWrite
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Supported triggers and actions

agile-crm logo
agile-crm logo

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Related categories

  • CRM (Customer Relationship 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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