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Magentrix + Microsoft Dynamics 365 CRM

Magentrix + Microsoft Dynamics 365 CRM

Magentrix + Microsoft Dynamics 365 CRM integrations

Create entity records in Magentrix for new contacts in Microsoft Dynamics 365 CRM

Effortlessly streamline your CRM and collaboration processes with this workflow between Microsoft Dynamics 365 CRM and Magentrix. When a new contact is added in Dynamics 365 CRM, this automation creates an entity record in Magentrix, saving you time in manual data entry and ensuring consistent information across both platforms. Keep your teams updated and maximize productivity with this seamless integration.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Entity Record
    Create Entity Record
    Create Entity RecordCreates a new record of your chosen Entity Type.
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More things you can do with Microsoft Dynamics 365 CRM and Magentrix

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

  • 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 Magentrix
Magentrix provides advanced API connections to Salesforce CRM & Microsoft Dynamics which allow you to easily build custom, self-service webpages for customers or partners to access or change account or contact related data.
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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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