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