Microsoft Dynamics 365 CRM + Orbit integrations
Create Orbit activities for updated Microsoft Dynamics 365 CRM contacts
Keep your CRM contacts and Orbit platform activities in sync with this seamless workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation will create a new activity in Orbit, ensuring your team is always up-to-date on the latest changes. Stay organized and never miss a beat with this efficient process.
- When this happens...Updated ContactTriggers when a contact is updated.
- automatically do this!Create ActivitySave an activity to a Member profile in Orbit. If the Member profile does not exist, it will also be created using this Action.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Microsoft Dynamics 365 CRM and Orbit
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Orbit
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Related categories
Related categories






