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Microsoft Dynamics 365 CRM + PEP Cloud

Microsoft Dynamics 365 CRM + PEP Cloud

Microsoft Dynamics 365 CRM + PEP Cloud integrations

Create or update PEP Cloud clients from new Microsoft Dynamics 365 CRM leads

Effortlessly maintain your client data in PEP Cloud with this seamless workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it instantly creates or updates the client information in PEP Cloud. This efficient automation ensures your client records in PEP Cloud are always up-to-date, saving you time and helping you manage your client relationships effectively.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  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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