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Microsoft Dynamics 365 CRM + PEP Cloud

Microsoft Dynamics 365 CRM + PEP Cloud

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.

  1. When this happens...
    Updated Contact
    Updated Contact
    Updated ContactTriggers when a contact is updated.
  2. automatically do this!
    Create or Update Client
    Create or Update Client
    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

  • 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 PEP Cloud
PEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting contractors.
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