Microsoft Dynamics 365 CRM + PEP Cloud integrations
Update PEP Cloud clients when Microsoft Dynamics 365 CRM contacts are updated
Keep your Microsoft Dynamics 365 CRM and PEP Cloud contacts in sync with this seamless workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation will ensure that the corresponding client information is created or updated in PEP Cloud. Save time and maintain accurate client data across both platforms without any manual intervention.
- When this happens...Updated ContactTriggers when a contact is updated.
- automatically do this!Create or Update ClientCreates a new client or updates an existing client first based on email and then based on first and last name.
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More things you can do with Microsoft Dynamics 365 CRM and PEP Cloud
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and PEP Cloud
- 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
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