LionDesk + Microsoft Dynamics 365 CRM
Update LionDesk contacts when Microsoft Dynamics 365 CRM contacts are updated
Maintain an up-to-date customer database across platforms with this efficient workflow. When a contact is updated in Microsoft Dynamics 365 CRM, it seamlessly creates an updated contact in LionDesk, ensuring you have the most recent information at your fingertips. Streamline your contact management process between Microsoft Dynamics 365 CRM and LionDesk to save time and enhance accuracy.
Maintain an up-to-date customer database across platforms with this efficient workflow. When a contact is updated in Microsoft Dynamics 365 CRM, it seamlessly creates an updated contact in LionDesk, ensuring you have the most recent information at your fingertips. Streamline your contact management process between Microsoft Dynamics 365 CRM and LionDesk to save time and enhance accuracy.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Create Contact
Creates a new contact in your LionDesk account based on email address. If a contact already exists with the submitted email address, their record will be updated. NOTE: This action will create a unique contact for every submission that does not have an email address. This will result in multiple contacts being created for the same info if it is submitted multiple times without an email address. Please use the "Find Contact" action in conjunction with "Create Contact" if you want to avoid this issue.
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