Circle + Microsoft Dynamics 365 CRM integrations
Create and update Circle members from new Microsoft Dynamics 365 CRM contacts
Manage your contacts seamlessly and maintain their membership status with this efficient workflow. When a new contact is added in Microsoft Dynamics 365 CRM, their information will be updated in the Circle app as a member. This way, you can ensure your Circle community stays up-to-date with the latest contacts from your CRM.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Update MemberUpdate community member
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More things you can do with Microsoft Dynamics 365 CRM and Circle
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Circle
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
Related categories
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Related Zap Templates
- Add Circle members to Microsoft Dynamics 365 CRM as new accounts
- Create group chats in Circle for new contacts in Microsoft Dynamics 365 CRM
- Add new Microsoft Dynamics 365 CRM contacts to Circle spaces as members
- Add tags to Circle members for new Microsoft Dynamics 365 CRM contacts
- Add new Microsoft Dynamics 365 CRM leads as Circle space group members






