Connect 365 + Crelate

Add new Crelate contacts to Connect 365 instantly

Simplify your contact management process with this efficient workflow. When a new contact is added in Crelate, it will instantly create a contact in Connect 365. This automation ensures none of your important contacts slip through the cracks, saving you precious time and removing the hassle of manual data entry. Utilize this workflow to keep both your Crelate and Connect 365 contact lists aligned and up to date.

Simplify your contact management process with this efficient workflow. When a new contact is added in Crelate, it will instantly create a contact in Connect 365. This automation ensures none of your important contacts slip through the cracks, saving you precious time and removing the hassle of manual data entry. Utilize this workflow to keep both your Crelate and Connect 365 contact lists aligned and up to date.

  1. When this happens...
    CrelateCrelate
    New Contact

    Triggers when a contact is created.

    TriggerInstant
  2. automatically do this!
    Connect 365Connect 365
    Add a Contact

    Adds this contact to your connect365 account contacts list.

    ActionWrite
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Supported triggers and actions

  • Crelate triggers, actions, and search

    New Company

    Triggers when a company is created.

    Trigger
    Instant
    Try It
  • Crelate triggers, actions, and search

    New Contact

    Triggers when a contact is created.

    Trigger
    Instant
    Try It
  • Crelate triggers, actions, and search

    New Job

    Triggers when a job is created.

    Trigger
    Instant
    Try It
    • NameRequired

    • External ID

    • Description

    • Company Type

    • Parent Company

    • Billing Contact

    • Street Address

    • City

    • State

    • Zip Code

    • Main Phone

    • Fax

    • Sales Email

    • Sales Phone

    • Support Email

    • Support Phone

    • Other Email

    • Skype Phone

    • Website

    • Blog

    • LinkedIn

    • Facebook

    Action
    Write