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Clozio + Microsoft Dynamics 365 CRM

Update Clozio contacts when Microsoft Dynamics 365 CRM contacts are modified

Maintain up-to-date contact information in both Microsoft Dynamics 365 CRM and Clozio with this efficient workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this process creates an updated contact in Clozio, ensuring accuracy across your databases. Save time and enhance consistency by connecting Microsoft Dynamics 365 CRM and Clozio with this effective solution.

Maintain up-to-date contact information in both Microsoft Dynamics 365 CRM and Clozio with this efficient workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this process creates an updated contact in Clozio, ensuring accuracy across your databases. Save time and enhance consistency by connecting Microsoft Dynamics 365 CRM and Clozio with this effective solution.

  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!
    ClozioClozio
    Create Contact

    Creates a contact in Clozio so you can easily add them to your transaction without duplicate data entry!

    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 Clozio

Clozio is a productivity tool for real estate professionals. Clozio offers free transaction hubs that allow professionals to create and share relevant transaction information with their clients.

Related categories

  • Productivity
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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.
Learn moreHelp

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