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Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo

Better Agency + Microsoft Dynamics 365 CRM

Better Agency + Microsoft Dynamics 365 CRM

Better Agency + Microsoft Dynamics 365 CRM integrations

Create or update Better Agency prospects when new Microsoft Dynamics 365 CRM contacts are added

Keep your sales pipeline updated by connecting Microsoft Dynamics 365 CRM and Better Agency. With this workflow, whenever a new contact is added in Microsoft Dynamics 365 CRM, a prospect will be created or updated in Better Agency. This seamless process ensures your team has the most up-to-date information and helps streamline your sales process. Save time and maintain accuracy by automating this crucial data transfer between apps.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create/Update a Prospect
    Create/Update a Prospect
    Create/Update a ProspectProspect Form to create update a prospect
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More things you can do with Microsoft Dynamics 365 CRM and Better Agency

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Better Agency

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About Better Agency
Better Agency is a CRM Marketing Automation Tool for Insurance Agencies
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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.
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