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Mailbox Power + Microsoft Dynamics 365 CRM

Create or update Mailbox Power contacts from new leads in Microsoft Dynamics 365 CRM

Effortlessly manage your leads and contacts with this seamless workflow between Microsoft Dynamics 365 CRM and Mailbox Power. When a new lead is added in Microsoft Dynamics 365 CRM, this automation will create or update the corresponding contact in Mailbox Power, ensuring your contact information is always up-to-date. Stay organized and connected with your leads by implementing this efficient process.

Effortlessly manage your leads and contacts with this seamless workflow between Microsoft Dynamics 365 CRM and Mailbox Power. When a new lead is added in Microsoft Dynamics 365 CRM, this automation will create or update the corresponding contact in Mailbox Power, ensuring your contact information is always up-to-date. Stay organized and connected with your leads by implementing this efficient process.

  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!
    Mailbox PowerMailbox Power
    Create or Update Contact

    Adds a new contact OR updates an existing contact IF the first name, last name, street, city, and state match and existing contact.

    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 Mailbox Power

Mailbox Power enables you to engage your customers and stay top of mind with your clients by sending personalized cards and gifts.
Learn more

Related categories

  • Marketing
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