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Alegra + Microsoft Dynamics 365 CRM

Create contacts in Alegra from new leads in Microsoft Dynamics 365 CRM

Effortlessly manage your leads and contacts with this workflow that connects Microsoft Dynamics 365 CRM with Alegra. Whenever a new lead is added in Microsoft Dynamics 365 CRM, it will create a contact in Alegra for your Mexico-based business. This seamless connection saves you time, ensuring important contact information is readily available in both systems for faster follow-ups and better lead management.

Effortlessly manage your leads and contacts with this workflow that connects Microsoft Dynamics 365 CRM with Alegra. Whenever a new lead is added in Microsoft Dynamics 365 CRM, it will create a contact in Alegra for your Mexico-based business. This seamless connection saves you time, ensuring important contact information is readily available in both systems for faster follow-ups and better lead management.

  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 in Mexico

    Crear contacto en México. Create a contact in Mexico.

    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.