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Microsoft Dynamics 365 CRM + SweetAssist

Update Microsoft Dynamics 365 CRM contacts and create corresponding contacts in SweetAssist

Keep your SweetAssist contacts up to date with this efficient automation. When a contact is updated in Microsoft Dynamics 365 CRM, it creates or updates a corresponding contact in SweetAssist, ensuring accurate and current information across both systems. Simplify your contact management and maintain consistency without any manual effort.

Keep your SweetAssist contacts up to date with this efficient automation. When a contact is updated in Microsoft Dynamics 365 CRM, it creates or updates a corresponding contact in SweetAssist, ensuring accurate and current information across both systems. Simplify your contact management and maintain consistency without any manual effort.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Updated Contact

    Triggers when a contact has been updated.

    TriggerScheduled
  2. automatically do this!
    SweetAssistSweetAssist
    Create Contact

    Creates a new contact.

    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
    • Info

    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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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About SweetAssist

SweetAssist is a complete real estate training centre relationship marketing software and mastermind community.

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