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Microsoft Dynamics 365 CRM + Routee

Create or update Routee contacts for new Microsoft Dynamics 365 CRM leads

Effortlessly manage your lead and contact information with this Microsoft Dynamics 365 CRM and Routee integration. When a new lead is added in your Microsoft Dynamics 365 CRM, this workflow will create or update a contact in Routee, ensuring your contact data stays up-to-date. Say goodbye to manual data entry and focus on nurturing relationships with your leads.

Effortlessly manage your lead and contact information with this Microsoft Dynamics 365 CRM and Routee integration. When a new lead is added in your Microsoft Dynamics 365 CRM, this workflow will create or update a contact in Routee, ensuring your contact data stays up-to-date. Say goodbye to manual data entry and focus on nurturing relationships with your leads.

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

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    RouteeRoutee
    Create or Update Contact

    Creates a new contact, or updates an existing 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
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    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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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 Routee

Routee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.

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