Clay + Microsoft Dynamics 365 CRM

Create and update Clay records for new Microsoft Dynamics 365 CRM contacts

Keep your Microsoft Dynamics 365 CRM contacts and Clay app records in sync with this efficient workflow. Whenever you add a new contact in Microsoft Dynamics 365 CRM, this automation will update the corresponding record in the Clay app, ensuring accurate and up-to-date information across both platforms. Save time and avoid manual data entry, while maintaining organized and consistent records.

Keep your Microsoft Dynamics 365 CRM contacts and Clay app records in sync with this efficient workflow. Whenever you add a new contact in Microsoft Dynamics 365 CRM, this automation will update the corresponding record in the Clay app, ensuring accurate and up-to-date information across both platforms. Save time and avoid manual data entry, while maintaining organized and consistent records.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerPolling
  2. automatically do this!
    ClayClay
    Update Record in Table

    Updates a record in a table.

    ActionWrite
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Supported triggers and actions

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clay logo

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.
Learn more

Related categories

  • Spreadsheets
microsoft-dynamics-crm logo
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.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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