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Apptoto + Microsoft Dynamics 365 CRM

Create or update Apptoto contacts for new Microsoft Dynamics 365 CRM contacts

Effortlessly maintain contact updates between Microsoft Dynamics 365 CRM and Apptoto with this workflow. When a new contact is added in Microsoft Dynamics 365 CRM, the process will create or update the corresponding contact in Apptoto, ensuring your contact information stays current. Streamline your contact management and save time by keeping your contacts organized across both platforms.

Effortlessly maintain contact updates between Microsoft Dynamics 365 CRM and Apptoto with this workflow. When a new contact is added in Microsoft Dynamics 365 CRM, the process will create or update the corresponding contact in Apptoto, ensuring your contact information stays current. Streamline your contact management and save time by keeping your contacts organized across both platforms.

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

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    ApptotoApptoto
    Create or Update Contact

    Creates or updates a contact in Apptoto

    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 Apptoto

For appointment-based businesses, Apptoto offers automated SMS text, email or voice reminders and online scheduling
Learn more

Related categories

  • Calendar
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