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Microsoft Dynamics 365 CRM + Sellsy

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

Effortlessly manage your leads and contacts across Microsoft Dynamics 365 CRM and Sellsy with this seamless automation. Once set up, this workflow will activate when a new lead is added in Microsoft Dynamics 365 CRM, creating or updating a contact in Sellsy, ensuring that your contact data stays updated and organized. Save time and streamline your sales process by keeping your contact information synchronized between these two powerful platforms.

Effortlessly manage your leads and contacts across Microsoft Dynamics 365 CRM and Sellsy with this seamless automation. Once set up, this workflow will activate when a new lead is added in Microsoft Dynamics 365 CRM, creating or updating a contact in Sellsy, ensuring that your contact data stays updated and organized. Save time and streamline your sales process by keeping your contact information synchronized between these two powerful platforms.

  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!
    SellsySellsy
    Create/Update Contact

    Creates a new contact. Make an update if we found an existing contact with provided email.

    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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sellsy logo

About Sellsy

Sellsy is a single tool that tracks all your customer cycles.

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