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Microsoft Dynamics 365 CRM + Nextiva

Create new Nextiva contacts from new Microsoft Dynamics 365 CRM contacts

Effortlessly keep your Microsoft Dynamics 365 CRM and Nextiva contacts in sync with this seamless workflow. Once activated, every time you add a new contact in Microsoft Dynamics 365 CRM, our automation will create a matching contact in Nextiva, saving you time and ensuring accurate and up-to-date information across both platforms. Focus on cultivating relationships while this integration takes care of maintaining your contact list.

Effortlessly keep your Microsoft Dynamics 365 CRM and Nextiva contacts in sync with this seamless workflow. Once activated, every time you add a new contact in Microsoft Dynamics 365 CRM, our automation will create a matching contact in Nextiva, saving you time and ensuring accurate and up-to-date information across both platforms. Focus on cultivating relationships while this integration takes care of maintaining your contact list.

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

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    NextivaNextiva
    Create Contact

    Creates a new personal 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 Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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About Nextiva

Nextiva empowers businesses to manage their communications, productivity, and customer relationships on a truly unified platform.

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