Contacts.Link + Microsoft Dynamics 365 CRM
Create or update Contacts.Link contacts for new Microsoft Dynamics 365 CRM contacts
Efficiently manage your contact data with this automation workflow that connects Microsoft Dynamics 365 CRM and Contacts.Link. When a new contact is added in Microsoft Dynamics 365 CRM, this workflow will create or update the contact information in Contacts.Link. Save time and ensure consistent data across your platforms with this seamless integration.
Efficiently manage your contact data with this automation workflow that connects Microsoft Dynamics 365 CRM and Contacts.Link. When a new contact is added in Microsoft Dynamics 365 CRM, this workflow will create or update the contact information in Contacts.Link. Save time and ensure consistent data across your platforms with this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create/Update Contact
This endpoint uses the same import logic as in the App Data Import Panel.
To create a contact, data set should contain at least the following: - companyName or companyWebsiteURL or companyLIPageURL - contact firstName & lastName or contact fullName Important information - this endpoint works as an update/insert, so it can be used safely with the same contact data - the UID of the contact is returned in any case: the contact exists / was just created - other contact fields can be set as well. All available fields can be found on the Request body tab - > Schema. To ensure uniformity of data, the app searches for existing - Company: using one of the passed company fields. If the company is found in the instance, the contact is assigned to it. Otherwise, a new company will be created. - Contact: using first and last name and company ID. If not found, a new contact is created.
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