Microsoft Dynamics 365 CRM + Trustmary Integrations
How to connect Microsoft Dynamics 365 CRM + Trustmary
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Popular Microsoft Dynamics 365 CRM + Trustmary workflows
Add new updated Microsoft Dynamics 365 CRM leads as Trustmary contacts
Add new updated Microsoft Dynamics 365 CRM leads as Trustmary contactsPremium
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New AccountTriggers when a new account is created.Trigger- New ContactTriggers when a new contact is created.Trigger
- Contact UpdatedTriggers when a contact has been updated.Trigger
- New LeadTriggers when a new lead is created.Trigger
- Lead UpdatedTriggers when a lead has been updated.Trigger
- New OpportunityTriggers when a new opportunity is created.Trigger
- Opportunity UpdatedTriggers when an opportunity has been updated.Trigger
- Create AccountCreates a new account.Action
- Microsoft Dynamics 365 CRM
Creates a new contact.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Creates a new lead.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Updates an account.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Updates a contact.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Updates a lead.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an account by name.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a contact by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a lead by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an opportunity by subject or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an account by name.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a contact by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a lead by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an opportunity by subject or other searchable field, or creates the opportunity if it does not exist.
Scheduled
Action
- Trustmary
Triggers when a new survey answer is completed or when an incomplete answer does not progress for 15 minutes.
Instant
Trigger
- Trustmary
Triggers when a new survey answer is completed.
Instant
Trigger
- Trustmary
Creates a Contact
Scheduled
Action
- Trustmary
Triggers an Automation for a existing Contact
Scheduled
Action
How Microsoft Dynamics 365 CRM + Trustmary Integrations Work
- Step 1: Authenticate Microsoft Dynamics 365 CRM and Trustmary.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Microsoft Dynamics 365 CRM
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