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Compass + Microsoft Dynamics 365 CRM

Compass + Microsoft Dynamics 365 CRM

Compass + Microsoft Dynamics 365 CRM integrations

Create new Compass leads from Microsoft Dynamics 365 CRM contacts

Effortlessly manage your leads in Microsoft Dynamics 365 CRM and Compass with this seamless workflow. When a new contact is added in Microsoft Dynamics 365 CRM, a new lead will be created in Compass simultaneously. This automation ensures that your contact and lead databases stay updated and organized, saving you time and manual effort.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create a New Lead
    Create a New Lead
    Create a New LeadCreate a new lead in your Compass CRM.
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More things you can do with Microsoft Dynamics 365 CRM and Compass

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

  • 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 Compass
Compass CRM empowers Compass agents to manage their business end-to-end in one platform.
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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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