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bexio + Microsoft Dynamics 365 CRM

bexio + Microsoft Dynamics 365 CRM

bexio + Microsoft Dynamics 365 CRM integrations

Create new persons in bexio when new contacts are added in Microsoft Dynamics 365 CRM

When a new contact is added to your Microsoft Dynamics 365 CRM, this workflow promptly creates a corresponding person in your bexio system. Attain seamless data consistency across both platforms, without having to manually duplicate information. This productivity-boosting automation ensures all your important contact details are always up-to-date in both your CRM and bexio systems.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Person
    Create Person
    Create PersonCreate a new person.
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More things you can do with Microsoft Dynamics 365 CRM and bexio

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

  • 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 bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
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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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