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Agile CRM + Microsoft Dynamics 365 CRM

Update Agile CRM contact scores when Microsoft Dynamics 365 CRM contacts are updated

Keep your Microsoft Dynamics 365 CRM and Agile CRM contacts up-to-date with this seamless workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, their score will be automatically updated in Agile CRM. This not only saves time but also ensures accurate and consistent data across both platforms.

Keep your Microsoft Dynamics 365 CRM and Agile CRM contacts up-to-date with this seamless workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, their score will be automatically updated in Agile CRM. This not only saves time but also ensures accurate and consistent data across both platforms.

  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!
    Agile CRMAgile CRM
    Add Score to Contact

    Add Score to a Contact in the AgileCRM.

    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
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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.
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Related categories

  • CRM (Customer Relationship Management)

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