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Microsoft Dynamics 365 CRM + Smart Alto

Create or update Smart Alto contacts for new Microsoft Dynamics 365 CRM leads

Keep your sales process streamlined by connecting Microsoft Dynamics 365 CRM and Smart Alto. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, a contact will be created or updated in Smart Alto. Simplify your lead management and ensure all contact information stays up-to-date across platforms.

Keep your sales process streamlined by connecting Microsoft Dynamics 365 CRM and Smart Alto. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, a contact will be created or updated in Smart Alto. Simplify your lead management and ensure all contact information stays up-to-date across 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!
    Smart AltoSmart Alto
    Create or Update Contact

    Сreate a new contact or update an existing one

    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
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
microsoft-dynamics-crm logo
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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About Smart Alto

Smart Alto is a messaging platform that responds to your leads within 2 minutes and nurtures past clients monthly

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