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Grist + Microsoft Dynamics 365 CRM

Update Grist records when Microsoft Dynamics 365 CRM contacts are modified

Keep your contacts up-to-date across Microsoft Dynamics 365 CRM and Grist with this seamless workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation will create or update the corresponding record in Grist, ensuring both platforms always have the most accurate and current information. Save time and maintain consistency by effortlessly managing contact records between your CRM and Grist.

Keep your contacts up-to-date across Microsoft Dynamics 365 CRM and Grist with this seamless workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation will create or update the corresponding record in Grist, ensuring both platforms always have the most accurate and current information. Save time and maintain consistency by effortlessly managing contact records between your CRM and Grist.

  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!
    GristGrist
    Create or Update Record

    Creates a new Record in a Table, or Updates an existing matching Record

    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
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About Grist

Grist combines the flexibility of a spreadsheet with the robustness of a database to organize your data, your way.

Related categories

  • Spreadsheets
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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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