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LionDesk + Microsoft Dynamics 365 CRM

LionDesk + Microsoft Dynamics 365 CRM

LionDesk + Microsoft Dynamics 365 CRM integrations

Create new LionDesk contacts for Microsoft Dynamics 365 CRM contacts as they're added

Seamlessly keep your contact databases up-to-date with this automation that connects Microsoft Dynamics 365 CRM and LionDesk. Whenever a new contact is added in your Dynamics 365 CRM, this workflow will create a matching contact in LionDesk, ensuring your contacts are always consistent. Say goodbye to manual data entry and enjoy more accurate information across your business applications.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  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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