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Elevated CRM + Microsoft Dynamics 365 CRM

Elevated CRM + Microsoft Dynamics 365 CRM

Elevated CRM + Microsoft Dynamics 365 CRM integrations

Create or update Elevated CRM contacts from new Microsoft Dynamics 365 CRM leads

Effortlessly keep your Microsoft Dynamics 365 CRM and Elevated CRM contacts in sync with this handy automation. When a new lead is added in your Microsoft Dynamics 365 CRM, this workflow will create or update the corresponding contact in Elevated CRM using their email. Streamline your sales process and ensure up-to-date contact information across both platforms.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create or Update Contact by Email
    Create or Update Contact by Email
    Create or Update Contact by EmailCreate Or Update A Contact By Email. When updating, if we find several contacts, we will only update the most recently created contact.
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More things you can do with Microsoft Dynamics 365 CRM and Elevated CRM

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

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
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    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About Elevated CRM
Elevated CRM is a contact management tool that manages your contacts presence on the internet.
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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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