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CloudTalk + Microsoft Dynamics 365 CRM

Create or update CloudTalk contacts for new Microsoft Dynamics 365 CRM contacts

Effortlessly maintain your contact lists across Microsoft Dynamics 365 CRM and CloudTalk with this convenient workflow. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this automation will create or update the corresponding contact in CloudTalk, keeping both platforms in sync. Save time and improve consistency with seamless contact management between these popular apps.

Effortlessly maintain your contact lists across Microsoft Dynamics 365 CRM and CloudTalk with this convenient workflow. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this automation will create or update the corresponding contact in CloudTalk, keeping both platforms in sync. Save time and improve consistency with seamless contact management between these popular apps.

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

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    CloudTalkCloudTalk
    Create or Update Contact

    Creates a new or updates an existing 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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