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Freshcaller + Microsoft Dynamics 365 CRM

Create Freshcaller contacts from new Microsoft Dynamics 365 CRM contacts

Effortlessly streamline your contact management process with this automation between Microsoft Dynamics 365 CRM and Freshcaller. Whenever a new contact is added to Microsoft Dynamics 365 CRM, this workflow will simultaneously create a contact in Freshcaller, ensuring your contact lists are consistently up-to-date across both platforms. Spend less time manually managing contacts and focus on building strong customer relationships.

Effortlessly streamline your contact management process with this automation between Microsoft Dynamics 365 CRM and Freshcaller. Whenever a new contact is added to Microsoft Dynamics 365 CRM, this workflow will simultaneously create a contact in Freshcaller, ensuring your contact lists are consistently up-to-date across both platforms. Spend less time manually managing contacts and focus on building strong customer relationships.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    FreshcallerFreshcaller
    Create Contact

    Create a contact on the caller account.

    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
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    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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About Freshcaller

Freshcaller is a cloud-based phone system for businesses of all sizes.
Learn more

Related categories

  • Phone & SMS
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