Microsoft Dynamics 365 CRM + SharpSpring
Update SharpSpring opportunities when contacts are updated in Microsoft Dynamics 365 CRM
Keep your sales tasks streamlined and efficient with this workflow that keeps your contact records in harmony between Microsoft Dynamics 365 CRM and SharpSpring. Whenever a contact record is updated in Microsoft Dynamics 365 CRM, this automation takes care of a similar update in SharpSpring. This process not only eliminates the need for manual data transfer but also ensures your SharpSpring contacts are always up-to-date with their Microsoft Dynamics 365 CRM counterparts.
Keep your sales tasks streamlined and efficient with this workflow that keeps your contact records in harmony between Microsoft Dynamics 365 CRM and SharpSpring. Whenever a contact record is updated in Microsoft Dynamics 365 CRM, this automation takes care of a similar update in SharpSpring. This process not only eliminates the need for manual data transfer but also ensures your SharpSpring contacts are always up-to-date with their Microsoft Dynamics 365 CRM counterparts.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Create/Update Opportunity
Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.
You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
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