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Capsule CRM + Microsoft Dynamics 365 CRM

Update Microsoft Dynamics 365 CRM accounts with new or updated Capsule CRM contacts

Keep your Capsule CRM and Microsoft Dynamics 365 CRM contacts up-to-date with this seamless automation. When you add or update a contact in Capsule CRM, this workflow will update the corresponding account in Microsoft Dynamics 365 CRM, ensuring you always have accurate and current information at your fingertips. Spend less time manually updating records and more time building relationships with your clients.

Keep your Capsule CRM and Microsoft Dynamics 365 CRM contacts up-to-date with this seamless automation. When you add or update a contact in Capsule CRM, this workflow will update the corresponding account in Microsoft Dynamics 365 CRM, ensuring you always have accurate and current information at your fingertips. Spend less time manually updating records and more time building relationships with your clients.

  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
    Update Account

    Updates an account.

    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
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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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