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Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo
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Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo
Spotler CRM logoSpotler CRM logo

Microsoft Dynamics 365 CRM + Spotler CRM

Microsoft Dynamics 365 CRM + Spotler CRM

Create Spotler CRM accounts for new Microsoft Dynamics 365 CRM contacts

Effortlessly maintain updated contact information across your CRM platforms with this seamless workflow. When a new contact is added in Microsoft Dynamics 365 CRM, an account will be created in Spotler CRM. This automation ensures a consistent and organized data flow, allowing you to focus on building strong client relationships.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Account
    Create Account
    Create AccountFinds an account within your CRM.
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More things you can do with Microsoft Dynamics 365 CRM and Spotler CRM

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

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
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    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    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.
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spotler-crm logo
About Spotler CRM
Spotler CRM is a customer relationship management system that offers functionalities, such as a centralised database for all your customers and their contacts.
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