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Microsoft Dynamics 365 CRM + Ortto

Microsoft Dynamics 365 CRM + Ortto

Microsoft Dynamics 365 CRM + Ortto integrations

Update Ortto records when Microsoft Dynamics 365 CRM contacts are modified

Keep your Microsoft Dynamics 365 CRM and Ortto contacts up-to-date with this seamless workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation will create a new record in Ortto, ensuring accurate and consistent contact information across both platforms. Save time and enhance your contact management process with this efficient integration.

  1. When this happens...
    Updated Contact
    Updated Contact
    Updated ContactTriggers when a contact is updated.
  2. automatically do this!
    Create Record
    Create Record
    Create RecordSearch your Ortto data for a record based on the provided field or optionally create one if none is found.
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More things you can do with Microsoft Dynamics 365 CRM and Ortto

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Ortto

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    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.
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About Ortto
Grow your brand faster with a customer data and marketing automation platform designed for businesses who sell online.
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