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LionDesk + Microsoft Dynamics 365 CRM

LionDesk + Microsoft Dynamics 365 CRM

LionDesk + Microsoft Dynamics 365 CRM integrations

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.

  1. When this happens...
    Updated Contact
    Updated Contact
    Updated ContactTriggers when a contact is updated.
  2. automatically do this!
    Create Contact
    Create Contact
    Create ContactCreates 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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More things you can do with Microsoft Dynamics 365 CRM and LionDesk

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and LionDesk

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About LionDesk
LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.
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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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