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Microsoft Dynamics 365 CRM + Trolley

Create new Trolley recipients from Microsoft Dynamics 365 CRM contacts

Effortlessly manage your growing customer base with this automation between Microsoft Dynamics 365 CRM and the Trolley app. Whenever a new contact is added to your Microsoft Dynamics 365 CRM, this workflow will create a recipient in the Trolley app, making it simple to keep your contacts updated and organized. Save time and improve efficiency by eliminating manual data entry and ensuring your Trolley recipient list stays in sync with your CRM contacts.

Effortlessly manage your growing customer base with this automation between Microsoft Dynamics 365 CRM and the Trolley app. Whenever a new contact is added to your Microsoft Dynamics 365 CRM, this workflow will create a recipient in the Trolley app, making it simple to keep your contacts updated and organized. Save time and improve efficiency by eliminating manual data entry and ensuring your Trolley recipient list stays in sync with your CRM contacts.

  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!
    TrolleyTrolley
    Create Recipient

    Creates a new recipient.

    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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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About Trolley

Trolley helps businesses send payouts to (and manage associated tax details for) their vendors, suppliers, artists, and independent contractors worldwide.

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