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Microsoft Dynamics 365 CRM + SpotMe

Add new Microsoft Dynamics 365 CRM contacts as SpotMe users

Easily streamline your contact management process with this efficient workflow between Microsoft Dynamics 365 CRM and SpotMe. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this automation will create a user in the SpotMe app, saving you time and ensuring a seamless transfer of contact information. Stay organized and focused on building relationships with your contacts, while this workflow handles the user creation tasks for you.

Easily streamline your contact management process with this efficient workflow between Microsoft Dynamics 365 CRM and SpotMe. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this automation will create a user in the SpotMe app, saving you time and ensuring a seamless transfer of contact information. Stay organized and focused on building relationships with your contacts, while this workflow handles the user creation tasks for you.

  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!
    SpotMeSpotMe
    Create User

    Creates a new user in a SpotMe workspace

    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
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    • Custom EntityRequired

    Trigger
    Scheduled
    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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Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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About SpotMe

From live to on-demand, SpotMe makes it easy to deliver digital experiences and event apps that your audience loves.

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