Microsoft Dynamics 365 CRM + Pennylane
Add new Microsoft Dynamics 365 CRM contacts to Pennylane as customers
Effortlessly keep your CRM and accounting system up-to-date with this seamless workflow. When you add a new contact in Microsoft Dynamics 365 CRM, this automation creates a corresponding customer in the Pennylane app. Stay organized and save valuable time by ensuring customer data remains consistent across your essential business tools.
Effortlessly keep your CRM and accounting system up-to-date with this seamless workflow. When you add a new contact in Microsoft Dynamics 365 CRM, this automation creates a corresponding customer in the Pennylane app. Stay organized and save valuable time by ensuring customer data remains consistent across your essential business tools.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Customer
Creates a new customer.
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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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.