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EngageBay Marketing + Microsoft Dynamics 365 CRM

Update EngageBay Marketing contacts when Microsoft Dynamics 365 CRM contacts are updated

Keep your Microsoft Dynamics 365 CRM and EngageBay Marketing contacts seamlessly updated with this efficient workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation will create or update the corresponding contact in EngageBay Marketing. It's a simple yet powerful way to maintain accurate contact information across both platforms, saving you time and ensuring consistent data.

Keep your Microsoft Dynamics 365 CRM and EngageBay Marketing contacts seamlessly updated with this efficient workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation will create or update the corresponding contact in EngageBay Marketing. It's a simple yet powerful way to maintain accurate contact information across both platforms, saving you time and ensuring consistent data.

  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!
    EngageBay MarketingEngageBay Marketing
    Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

    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
    Try It
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About EngageBay Marketing

EngageBay is a simple, affordable all-in-one marketing and sales software built for small businesses.
Learn moreHelp

Related categories

  • Marketing Automation

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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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