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Channels + Microsoft Dynamics 365 CRM

Create new Channels contacts from new Microsoft Dynamics 365 CRM contacts

Effortlessly keep your contact information up to date in both Microsoft Dynamics 365 CRM and Channels app with this efficient automation. Whenever a new contact is added to your Microsoft Dynamics 365 CRM, a corresponding contact will be created in the Channels app, ensuring seamless communication and organization across both platforms. Save time and ensure data consistency with this easy-to-use workflow.

Effortlessly keep your contact information up to date in both Microsoft Dynamics 365 CRM and Channels app with this efficient automation. Whenever a new contact is added to your Microsoft Dynamics 365 CRM, a corresponding contact will be created in the Channels app, ensuring seamless communication and organization across both platforms. Save time and ensure data consistency with this easy-to-use workflow.

  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!
    ChannelsChannels
    Create New Contact

    Creates a new Contact in your Channels account.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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channels logo

About Channels

Channels is a data-driven phone system that lets you make and take calls directly in the browser.

Related categories

  • Phone & SMS
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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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