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Microsoft Dynamics 365 CRM + SalesRabbit

Update SalesRabbit leads when new Microsoft Dynamics 365 CRM contacts are created

Maintain a well-organized sales pipeline by updating leads in SalesRabbit whenever there's a new contact in Microsoft Dynamics 365 CRM. This automation ensures that your SalesRabbit leads always stay up-to-date with new contact information from your CRM, helping you save time and keep your sales process organized.

Maintain a well-organized sales pipeline by updating leads in SalesRabbit whenever there's a new contact in Microsoft Dynamics 365 CRM. This automation ensures that your SalesRabbit leads always stay up-to-date with new contact information from your CRM, helping you save time and keep your sales process organized.

  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!
    SalesRabbitSalesRabbit
    Update Lead

    Updates a lead.

    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
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 SalesRabbit

SalesRabbit is a sales enablement app that helps sales teams assign areas, track progress, and constantly get better at their craft.

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