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Microsoft Dynamics 365 CRM + RevBoss

Create RevBoss contacts for new Microsoft Dynamics 365 CRM contacts

Effortlessly keep your contacts in sync between Microsoft Dynamics 365 CRM and RevBoss with this seamless workflow. Whenever you add a new contact in Microsoft Dynamics 365 CRM, this automation will instantly create a contact in RevBoss. Save time and eliminate manual data entry, ensuring your contacts are always up-to-date and aligned across both platforms.

Effortlessly keep your contacts in sync between Microsoft Dynamics 365 CRM and RevBoss with this seamless workflow. Whenever you add a new contact in Microsoft Dynamics 365 CRM, this automation will instantly create a contact in RevBoss. Save time and eliminate manual data entry, ensuring your contacts are always up-to-date and aligned across both platforms.

  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!
    RevBossRevBoss
    Create Contact

    Creates a new contact in RevBoss.

    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
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

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 RevBoss

RevBoss is a simple tool to help sales teams to find prospects, build pipeline, and grow faster.

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