Clay + Microsoft Dynamics 365 CRM
Create Clay records for new Microsoft Dynamics 365 CRM contacts
Seamlessly manage your contacts across platforms with this efficient workflow. When a new contact is added in Microsoft Dynamics 365 CRM, a corresponding record will be created in a specified table within the Clay app. Stay organized and save time by keeping your contact information up-to-date across both systems.
Seamlessly manage your contacts across platforms with this efficient workflow. When a new contact is added in Microsoft Dynamics 365 CRM, a corresponding record will be created in a specified table within the Clay app. Stay organized and save time by keeping your contact information up-to-date across both systems.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Record in Table
Creates a new record in a table.
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About Clay
Clay is a simple spreadsheet interface, yet powerful automation platform that allows you to build internal tooling and automations to streamline your marketing, sales, and recruiting.
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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.
