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CloudTalk + Microsoft Dynamics 365 CRM

Create or update CloudTalk contacts from new Microsoft Dynamics 365 CRM leads

Effortlessly manage your leads and contacts with this Microsoft Dynamics 365 CRM and CloudTalk automation. When a new lead is added in Dynamics 365 CRM, this workflow will create or update the corresponding contact in CloudTalk, saving you time and ensuring accurate contact information across both platforms. Keep your team focused on building relationships with your leads, and let this seamless integration handle your contact updates.

Effortlessly manage your leads and contacts with this Microsoft Dynamics 365 CRM and CloudTalk automation. When a new lead is added in Dynamics 365 CRM, this workflow will create or update the corresponding contact in CloudTalk, saving you time and ensuring accurate contact information across both platforms. Keep your team focused on building relationships with your leads, and let this seamless integration handle your contact updates.

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

    Triggers when a new lead 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
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    • 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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