Microsoft Dynamics 365 CRM + PersistIQ
Update PersistIQ prospects when Microsoft Dynamics 365 CRM contacts are updated
Keep your sales process seamlessly connected by automatically updating prospects in PersistIQ whenever a contact is edited in Microsoft Dynamics 365 CRM. This automation ensures that your sales funnel remains up-to-date and allows your team to focus on forging strong relationships with clients, without the need to manually transfer information between platforms.
Keep your sales process seamlessly connected by automatically updating prospects in PersistIQ whenever a contact is edited in Microsoft Dynamics 365 CRM. This automation ensures that your sales funnel remains up-to-date and allows your team to focus on forging strong relationships with clients, without the need to manually transfer information between platforms.
- When this happens...Updated Contact
Triggers when a contact is updated.
- automatically do this!Create or Update Prospect
Creates or updates a prospect.
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