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.
- When this happens...New, Updated or Deleted ClientTriggers when a client changed.
- 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
- ObjectRequired
Try ItTriggerInstant- Client ID
- Created
ActionWrite- Client IDRequired
- Photo ListRequired
ActionWrite- New Account
Triggers when a new account is created.
Try ItTriggerPolling
- Create Client (Deprecated)
Creates a new client. Please use "Create or Update Client" instead.
ActionWrite - Client IDRequired
ActionWrite- Fullname
- Search by primary phone
- Search by primary email
- Is_submitted
- Is_archived
ActionSearch
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SmartMatchApp is a matchmaking and membership CRM to organize and optimize the process of matching, introducing, and connecting people.
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