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Microsoft Dynamics 365 CRM + SendJim

Create SendJim contacts for new Microsoft Dynamics 365 CRM contacts

Effortlessly keep your contact management organized with this automation that adds new contacts in Microsoft Dynamics 365 CRM to SendJim. Whenever a new contact is created in Microsoft Dynamics 365 CRM, this workflow will transfer their details to SendJim, ensuring a seamless integration between the two platforms and helping you maintain up-to-date records. Streamline your contact-related tasks and save time with this easy-to-use automation.

Effortlessly keep your contact management organized with this automation that adds new contacts in Microsoft Dynamics 365 CRM to SendJim. Whenever a new contact is created in Microsoft Dynamics 365 CRM, this workflow will transfer their details to SendJim, ensuring a seamless integration between the two platforms and helping you maintain up-to-date records. Streamline your contact-related tasks and save time with this easy-to-use automation.

  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!
    SendJimSendJim
    Create Contact

    Create a 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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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 SendJim

SendJim is a way to quickly send custom gifts, postcards, and more to your customers.

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