Insightly + Microsoft Dynamics 365 CRM
Create records in Insightly for new contacts in Microsoft Dynamics 365 CRM
Effortlessly keep your Microsoft Dynamics 365 CRM and Insightly records up-to-date with this workflow. When a new contact is added in Microsoft Dynamics 365 CRM, a record will be created in Insightly, ensuring a seamless and efficient data management process. Save time and maintain organized contact information by automating this essential task.
Effortlessly keep your Microsoft Dynamics 365 CRM and Insightly records up-to-date with this workflow. When a new contact is added in Microsoft Dynamics 365 CRM, a record will be created in Insightly, ensuring a seamless and efficient data management process. Save time and maintain organized contact information by automating this essential task.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Record
Creates a Record
- Free forever for core features
- 14 day trial for premium features & apps
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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Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
