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Microsoft Dynamics 365 CRM + SmartMatchApp

Microsoft Dynamics 365 CRM + SmartMatchApp

Microsoft Dynamics 365 CRM + SmartMatchApp integrations

Manage new, updated or deleted SmartMatchApp clients through api requests in Microsoft Dynamics 365 CRM

Keep your client data up-to-date across platforms efficiently with this smart workflow. When a client profile is created, modified, or removed within SmartMatchApp, it sets off an API request in Microsoft Dynamics 365 CRM. This process ensures accurate and real-time updates in your CRM, reducing manual data entry and maintaining consistency. Perfect for businesses looking to streamline client information management and enhance operational efficiency.

  1. When this happens...
    New, Updated or Deleted Client
    New, Updated or Deleted Client
    New, Updated or Deleted ClientTriggers when a client changed.
  2. automatically do this!
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More things you can do with SmartMatchApp and Microsoft Dynamics 365 CRM

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

    • Object
      Required
    Trigger
    Instant
    Try It
    • Client ID
    • Created
    Action
    Write
    • Client ID
      Required
    • Photo List
      Required
    Action
    Write
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
  • SmartMatchApp triggers, actions, and search
    Create Client (Deprecated)

    Creates a new client. Please use "Create or Update Client" instead.

    Action
    Write
    • Client ID
      Required
    Action
    Write
    • Fullname
    • Search by primary phone
    • Search by primary email
    • Is_submitted
    • Is_archived
    Action
    Search
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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 SmartMatchApp
SmartMatchApp is a matchmaking and membership CRM to organize and optimize the process of matching, introducing, and connecting people.
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