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Circle + Microsoft Dynamics 365 CRM

Circle + Microsoft Dynamics 365 CRM

Circle + Microsoft Dynamics 365 CRM integrations

Update Circle members with tags when contacts are updated in Microsoft Dynamics 365 CRM

Keep your CRM and online community in sync with this seamless automation. When a contact is updated in Microsoft Dynamics 365 CRM, this workflow will tag the corresponding member in your Circle app. With this time-saving setup, you can ensure that your community members are categorized correctly and effortlessly manage your contacts' details across platforms.

  1. When this happens...
    Updated Contact
    Updated Contact
    Updated ContactTriggers when a contact is updated.
  2. automatically do this!
    Tag Member
    Tag Member
    Tag MemberTag a community member with a member tag.
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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

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

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    • Custom Entity
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    Trigger
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    • Info
    Trigger
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About Circle
A modern community platform for creators.
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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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