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Microsoft Dynamics 365 CRM + PitBullTax Software

Create PitBullTax Software clients or prospects when new Microsoft Dynamics 365 CRM contacts are added

Effortlessly keep your Microsoft Dynamics 365 CRM contacts and PitBullTax Software clients in sync with this workflow. Whenever a new contact is added in Microsoft Dynamics 365 CRM, the automation creates or updates a client or prospect in PitBullTax Software, ensuring your customer data stays coordinated across both platforms. Save time and maintain accurate records without manual data entry.

Effortlessly keep your Microsoft Dynamics 365 CRM contacts and PitBullTax Software clients in sync with this workflow. Whenever a new contact is added in Microsoft Dynamics 365 CRM, the automation creates or updates a client or prospect in PitBullTax Software, ensuring your customer data stays coordinated across both platforms. Save time and maintain accurate records without manual data entry.

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

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    PitBullTax SoftwarePitBullTax Software
    New or Update Client / Prospect

    Creating a new client or updating an existing one

    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
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    Contact Updated

    Triggers when a contact has been updated.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Case/Incident

    Triggers when a new case/incident is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created.

    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.
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Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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About PitBullTax Software

PitBullTax is a revolutionary web-based software designed for CPAs, Attorneys, Enrolled Agents and other tax professionals involved in IRS Tax Resolutions.
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