Microsoft Dynamics 365 CRM + Trolley
Update Microsoft Dynamics 365 CRM contacts and request Trolley recipient payment information
Keep your payment information up to date with this seamless workflow between Microsoft Dynamics 365 CRM and Trolley. When a contact is updated in your CRM, their payment information will be promptly requested in Trolley, ensuring you always have accurate and current data for your clients. This efficient automation helps improve your billing process, saving you time and effort while maintaining strong customer relationships.
Keep your payment information up to date with this seamless workflow between Microsoft Dynamics 365 CRM and Trolley. When a contact is updated in your CRM, their payment information will be promptly requested in Trolley, ensuring you always have accurate and current data for your clients. This efficient automation helps improve your billing process, saving you time and effort while maintaining strong customer relationships.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Request Recipient Payment Information
Request payment information from a recipient.
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