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Microsoft Dynamics 365 CRM + Process Street

Microsoft Dynamics 365 CRM + Process Street

Microsoft Dynamics 365 CRM + Process Street integrations

Update Process Street workflows when Microsoft Dynamics 365 CRM contacts change

Keep your CRM contacts organized and up-to-date with this efficient automation. When a contact is updated in Microsoft Dynamics 365 CRM, it triggers a workflow in Process Street, ensuring that your team stays informed and can take necessary actions quickly. Stay on top of contact information and streamline your workflow with this seamless integration.

  1. When this happens...
    Updated Contact
    Updated Contact
    Updated ContactTriggers when a contact is updated.
  2. automatically do this!
    Create Data Set Record
    Create Data Set Record
    Create Data Set RecordAdds a new record to a data set.
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More things you can do with Microsoft Dynamics 365 CRM and Process Street

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Process Street

  • 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 Process Street
Process Street is a Compliance Operations platform that lets non-technical teams create powerful, API-driven workflows with built-in enforcement and proof.
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