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Microsoft Dynamics 365 CRM + Quotient

Create new contacts in Quotient when new contacts are added to Microsoft Dynamics 365 CRM

Effortlessly manage your contacts across Microsoft Dynamics 365 CRM and Quotient with this versatile workflow. Whenever you add a new contact in Microsoft Dynamics 365 CRM, it instantly creates a corresponding contact in your Quotient app. This automation saves you time, ensures consistent data between platforms, and streamlines your customer relationship management process.

Effortlessly manage your contacts across Microsoft Dynamics 365 CRM and Quotient with this versatile workflow. Whenever you add a new contact in Microsoft Dynamics 365 CRM, it instantly creates a corresponding contact in your Quotient app. This automation saves you time, ensures consistent data between platforms, and streamlines your customer relationship management process.

  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!
    QuotientQuotient
    Create Contact

    Creates a new Contact.

    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
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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 Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.