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Microsoft Dynamics 365 CRM + Simplero

Create or update Simplero contacts when new Microsoft Dynamics 365 CRM contacts are added

Effortlessly maintain your contact list with this Microsoft Dynamics 365 CRM and Simplero integration. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this workflow will create or update the corresponding contact in Simplero, ensuring that your data is always up-to-date and organized. Save time and streamline your customer management process with this seamless connection between the two apps.

Effortlessly maintain your contact list with this Microsoft Dynamics 365 CRM and Simplero integration. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this workflow will create or update the corresponding contact in Simplero, ensuring that your data is always up-to-date and organized. Save time and streamline your customer management process with this seamless connection between the two apps.

  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!
    SimpleroSimplero
    Create or Update Contact

    Add a new contact or optionally update the information about a contact in Simplero.

    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 Simplero

Integrated software for info marketing and online courses. Email marketing, billing, membership sites, and content delivery, all in one easy-to-use and affordable package. With the best support in the business.

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