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Convoso + Microsoft Dynamics 365 CRM

Convoso + Microsoft Dynamics 365 CRM

Convoso + Microsoft Dynamics 365 CRM integrations

Update Convoso leads when new contacts are added in Microsoft Dynamics 365 CRM

Effortlessly keep leads updated in Convoso with this streamlined workflow. When you add a new contact in Microsoft Dynamics 365 CRM, this automation instantly updates the corresponding lead in Convoso, ensuring consistent and accurate information across both platforms. Reduce manual data entry and boost efficiency between your CRM and sales automation systems.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Lead: Update
    Lead: Update
    Lead: UpdateThis is to update lead data in convoso
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More things you can do with Microsoft Dynamics 365 CRM and Convoso

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

  • 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 Convoso
Convoso is a cloud-based call center software for sales and lead generation teams.
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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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