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Capsule CRM + Microsoft Dynamics 365 CRM

Create contacts in Microsoft Dynamics 365 CRM for new or updated contacts in Capsule CRM

Keep your Capsule CRM and Microsoft Dynamics 365 CRM contacts up to date with this seamless workflow. When a new or updated contact is added in Capsule CRM, this automation will create a contact in Microsoft Dynamics 365 CRM, ensuring that both platforms maintain accurate and consistent contact information. Save time and reduce manual data entry errors by streamlining your contact management process.

Keep your Capsule CRM and Microsoft Dynamics 365 CRM contacts up to date with this seamless workflow. When a new or updated contact is added in Capsule CRM, this automation will create a contact in Microsoft Dynamics 365 CRM, ensuring that both platforms maintain accurate and consistent contact information. Save time and reduce manual data entry errors by streamlining your contact management process.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

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.

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