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Freshcaller + Microsoft Dynamics 365 CRM

Update Freshcaller contacts when Microsoft Dynamics 365 CRM contacts are updated

Keep your customer support in sync with your CRM by automatically creating contacts in Freshcaller when they are updated in Microsoft Dynamics 365 CRM. This seamless workflow ensures your support team is always up-to-date on the latest customer information, allowing them to provide the best possible assistance. Save time and maintain accuracy with this streamlined communication between your CRM and support platform.

Keep your customer support in sync with your CRM by automatically creating contacts in Freshcaller when they are updated in Microsoft Dynamics 365 CRM. This seamless workflow ensures your support team is always up-to-date on the latest customer information, allowing them to provide the best possible assistance. Save time and maintain accuracy with this streamlined communication between your CRM and support platform.

  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!
    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
    Try It
    • 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
microsoft-dynamics-crm logo

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