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CloudTalk + Microsoft Dynamics 365 CRM

Update CloudTalk contacts when Microsoft Dynamics 365 CRM contacts change

Effortlessly maintain contact information consistency between Microsoft Dynamics 365 CRM and CloudTalk with this seamless workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, a corresponding contact will be created in CloudTalk, ensuring that your communication channels are always in sync. Spend less time on manual data entry and focus on providing exceptional customer experiences with up-to-date contact details.

Effortlessly maintain contact information consistency between Microsoft Dynamics 365 CRM and CloudTalk with this seamless workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, a corresponding contact will be created in CloudTalk, ensuring that your communication channels are always in sync. Spend less time on manual data entry and focus on providing exceptional customer experiences with up-to-date contact details.

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

    Triggers when a contact has been updated.

    TriggerScheduled
  2. automatically do this!
    CloudTalkCloudTalk
    Create Contact

    Create a new contact.

    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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About CloudTalk

CloudTalk help modern sales and customer service teams provide better phone support and close more deals.
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Related categories

  • Phone & SMS
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