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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.

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...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    Spotler CRMSpotler CRM
    Create Account

    Finds an account within your CRM.

    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

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 Spotler CRM

Spotler CRM, part of the Spotler Group, allows you to track customers and sales across the entire pipeline.

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