Autotask + Microsoft Dynamics 365 CRM

Update Autotask companies when new contacts are added in Microsoft Dynamics 365 CRM

Effortlessly keep your Microsoft Dynamics 365 CRM and Autotask apps in sync with this efficient workflow. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this automation will instantly update the company information in Autotask, helping you maintain up-to-date and accurate records across both platforms. Save time and maintain organized customer records with this seamless integration.

Effortlessly keep your Microsoft Dynamics 365 CRM and Autotask apps in sync with this efficient workflow. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this automation will instantly update the company information in Autotask, helping you maintain up-to-date and accurate records across both platforms. Save time and maintain organized customer records with this seamless integration.

  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!
    AutotaskAutotask
    Update Company

    Update a company.

    ActionWrite
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Supported triggers and actions

What does this mean?
autotask logo
autotask logo

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
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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 moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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