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Fieldnotes + Microsoft Dynamics 365 CRM

Fieldnotes + Microsoft Dynamics 365 CRM

Fieldnotes + Microsoft Dynamics 365 CRM integrations

Add or update Fieldnotes contacts when new Microsoft Dynamics 365 CRM contacts are created

Effortlessly keep your Microsoft Dynamics 365 CRM and Fieldnotes contacts up-to-date with this automation. When a new contact is added in Microsoft Dynamics 365 CRM, this workflow will either update the contact’s information or create a new contact in Fieldnotes. Stay organized and never worry about manual data entry again.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Update or Add Contact
    Update or Add Contact
    Update or Add ContactUpdate if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).
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More things you can do with Microsoft Dynamics 365 CRM and Fieldnotes

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

  • 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 Fieldnotes
Fieldnotes is a minimalistic self-learning CRM platform that updates contacts, manages transaction deadlines, and handles data entry.
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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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