Microsoft Dynamics 365 CRM + KnowFirst
Update new Microsoft Dynamics 365 CRM accounts with KnowFirst Business insights
Enhance your Microsoft Dynamics 365 account records effortlessly! With this Zap, whenever you add a new account in Microsoft Dynamics 365 CRM, you'll automatically access business details, social metrics, tech stacks, or finance data from KnowFirst API, populating those details into the corresponding fields of your Dynamics 365 Account object. Keep your CRM enriched and up-to-date without manual data entry.
Enhance your Microsoft Dynamics 365 account records effortlessly! With this Zap, whenever you add a new account in Microsoft Dynamics 365 CRM, you'll automatically access business details, social metrics, tech stacks, or finance data from KnowFirst API, populating those details into the corresponding fields of your Dynamics 365 Account object. Keep your CRM enriched and up-to-date without manual data entry.
- When this happens...New Account
Triggers when a new account is created.
- automatically do this...View Business Locations
Find a business using a unique identifier (ABN, domain, social media URL) and get its locations data.
- then do this...View Business Socials
Find a business using a unique identifier (ABN, domain, social media URL) and get its social media data.
- then do this...View Domain Tech Stack
Get tech stack data for a domain
- then do this...View Business Finance
Find a business using a unique identifier (ABN, domain, social media URL) and get its finance data.
- then do this!Update Account
Updates an account.
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