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Leader CRM + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM contacts to Leader CRM as contacts

Effortlessly keep your CRM contacts up-to-date with this Microsoft Dynamics 365 and Leader CRM integration. Whenever a new contact is added to Microsoft Dynamics 365 CRM, this workflow will instantly create a corresponding contact in Leader CRM. Stay organized and maintain accurate, consistent contact information across both platforms with this seamless automation.

Effortlessly keep your CRM contacts up-to-date with this Microsoft Dynamics 365 and Leader CRM integration. Whenever a new contact is added to Microsoft Dynamics 365 CRM, this workflow will instantly create a corresponding contact in Leader CRM. Stay organized and maintain accurate, consistent contact information across both platforms with this seamless automation.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    Leader CRMLeader CRM
    Create Contact

    Creates a new contact.

    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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Related categories

  • CRM (Customer Relationship Management)

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