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Alegra + Microsoft Dynamics 365 CRM

Create Alegra contacts for new Microsoft Dynamics 365 CRM leads

Effortlessly manage your leads from Microsoft Dynamics 365 CRM by automatically creating contacts in Alegra. With this workflow, whenever a new lead is added to your CRM, a contact will be instantly created in Alegra. Save time and streamline your sales process while ensuring that all your contacts are organized and up-to-date across both platforms.

Effortlessly manage your leads from Microsoft Dynamics 365 CRM by automatically creating contacts in Alegra. With this workflow, whenever a new lead is added to your CRM, a contact will be instantly created in Alegra. Save time and streamline your sales process while ensuring that all your contacts are organized and up-to-date across both platforms.

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

    Triggers when a new lead is created.

    TriggerPolling
  2. automatically do this!
    AlegraAlegra
    Create Contact

    Crear un contacto nuevo. Creates a new contact.

    ActionWrite
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Supported triggers and actions

    • Custom EntityRequired

    Trigger
    Polling
    Try It
    • Info

    Trigger
    Polling
    Try It
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About Alegra

Alegra is an accounting and billing app designed for Latin American managers.

Related categories

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About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.