Insightly + Microsoft Dynamics 365 CRM
Update Insightly records when Microsoft Dynamics 365 CRM contacts are updated
Keep your Microsoft Dynamics 365 CRM and Insightly records in sync with this seamless workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation ensures the corresponding record in Insightly is also updated. Save time and maintain accurate data across both platforms effortlessly.
Keep your Microsoft Dynamics 365 CRM and Insightly records in sync with this seamless workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation ensures the corresponding record in Insightly is also updated. Save time and maintain accurate data across both platforms effortlessly.
- When this happens...Updated Contact
Triggers when a contact is updated.
- automatically do this!Update Record
Updates a Record
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About Insightly
Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
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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.
