e-shot + Microsoft Dynamics 365 CRM integrations
Update and save contacts in e-shot when Microsoft Dynamics 365 CRM contacts are updated
Keep your e-shot contacts up-to-date with this seamless automation. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this workflow will instantly save the updated contact information in e-shot. Save time, minimize manual efforts, and maintain accurate contact information across both platforms, effortlessly.
- When this happens...Updated ContactTriggers when a contact is updated.
- automatically do this!Save ContactCreate a new contact or update an existing one. We work this out based on whether the specified details match a contact in your e-shot™ account.
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More things you can do with Microsoft Dynamics 365 CRM and e-shot
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and e-shot
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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