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Microsoft Dynamics 365 CRM + PhoneBurner

Update PhoneBurner contacts when Microsoft Dynamics 365 CRM contacts are updated

Keep your Microsoft Dynamics 365 CRM and PhoneBurner contacts up to date with this seamless workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation will ensure that the same contact in PhoneBurner is also updated using the Contact ID. Save time and maintain consistent information across both platforms, enhancing your customer relationship management process.

Keep your Microsoft Dynamics 365 CRM and PhoneBurner contacts up to date with this seamless workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation will ensure that the same contact in PhoneBurner is also updated using the Contact ID. Save time and maintain consistent information across both platforms, enhancing your customer relationship management process.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Contact Updated

    Triggers when a contact has been updated.

    TriggerScheduled
  2. automatically do this!
    PhoneBurnerPhoneBurner
    Update Contact (Contact ID)

    This Action will update a specific contact within PhoneBurner based on the unique PhoneBurner contact/record ID. In order to use this Action, you must have the PhoneBurner contact ID. This will update the specific contact within your personal account or if you are the PhoneBurner admin it will update the contact if it is in your account or any one of your users accounts

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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About PhoneBurner

PhoneBurner is an outbound sales dialing platform that increases live client interactions and overall team productivity and transparency.

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