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Microsoft Dynamics 365 CRM + Shape

Microsoft Dynamics 365 CRM + Shape

Microsoft Dynamics 365 CRM + Shape integrations

Create Shape records for new Microsoft Dynamics 365 CRM contacts

Effortlessly keep your CRM and Shape software up-to-date with this seamless workflow. When a new contact is added in Microsoft Dynamics 365 CRM, a record will be created in Shape, ensuring all contact information is consistently organized across both platforms. Spend less time manually inputting data and more time focusing on building customer relationships.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreate a new record within the CRM
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More things you can do with Microsoft Dynamics 365 CRM and Shape

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Shape

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    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.
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About Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
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