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CloudTalk + Microsoft Dynamics 365 CRM

CloudTalk + Microsoft Dynamics 365 CRM

CloudTalk + Microsoft Dynamics 365 CRM integrations

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.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create or Update Contact
    Create or Update Contact
    Create or Update ContactCreates a new or updates an existing contact.
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More things you can do with Microsoft Dynamics 365 CRM and CloudTalk

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and CloudTalk

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    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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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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