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Content Snare + Microsoft Dynamics 365 CRM

Update Content Snare clients when Microsoft Dynamics 365 CRM contacts are updated

Keep your client information up-to-date across platforms with this automation. When a contact is updated in Microsoft Dynamics 365 CRM, this workflow will create a new client in Content Snare. Save time and ensure accuracy by streamlining your client management process.

Keep your client information up-to-date across platforms with this automation. When a contact is updated in Microsoft Dynamics 365 CRM, this workflow will create a new client in Content Snare. Save time and ensure accuracy by streamlining your client management process.

  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!
    Content SnareContent Snare
    Create Client

    Creates a new client.

    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
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    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
content-snare logo
content-snare logo

About Content Snare

Content Snare is a tool that helps collect content and files from clients on time without email
Learn moreHelp

Related categories

  • Forms & Surveys

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microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

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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