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Freshsales Classic + Microsoft Dynamics 365 CRM

Update Freshsales Classic contacts when Microsoft Dynamics 365 CRM contacts are updated

Keep your sales team in sync by seamlessly updating contact data between Microsoft Dynamics 365 CRM and Freshsales Classic with this automated workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this integration will automatically create or update the corresponding contact in Freshsales Classic. It's an efficient way to ensure your contact information is consistent and up-to-date across both platforms.

Keep your sales team in sync by seamlessly updating contact data between Microsoft Dynamics 365 CRM and Freshsales Classic with this automated workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this integration will automatically create or update the corresponding contact in Freshsales Classic. It's an efficient way to ensure your contact information is consistent and up-to-date across both platforms.

  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!
    Freshsales ClassicFreshsales Classic
    Create or Update Contact

    Updates the existing contact or creates the new contact if contact doesn't exist

    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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freshsales-classic logo

About Freshsales Classic

Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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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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