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Magentrix + Microsoft Dynamics 365 CRM

Create Magentrix entity records for new Microsoft Dynamics 365 CRM leads

Effortlessly manage leads between Microsoft Dynamics 365 CRM and Magentrix with this workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it automatically creates an entity record in Magentrix. Save time and stay organized by keeping both platforms seamlessly updated, making lead tracking and follow-ups hassle-free.

Effortlessly manage leads between Microsoft Dynamics 365 CRM and Magentrix with this workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it automatically creates an entity record in Magentrix. Save time and stay organized by keeping both platforms seamlessly updated, making lead tracking and follow-ups hassle-free.

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

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    MagentrixMagentrix
    Create Entity Record

    Creates a new record of your chosen Entity Type.

    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
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    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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Related categories

  • CRM (Customer Relationship Management)

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