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Microsoft Dynamics 365 CRM + Vtiger CRM

Update Vtiger CRM leads when Microsoft Dynamics 365 CRM contacts are updated

Keep your sales leads updated across platforms with this efficient automation. When a contact is updated in Microsoft Dynamics 365 CRM, the workflow will create or update a lead in Vtiger CRM accordingly. This helps to streamline your sales process and ensures data consistency between both CRM systems.

Keep your sales leads updated across platforms with this efficient automation. When a contact is updated in Microsoft Dynamics 365 CRM, the workflow will create or update a lead in Vtiger CRM accordingly. This helps to streamline your sales process and ensures data consistency between both CRM systems.

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

    Triggers when a contact has been updated.

    TriggerScheduled
  2. automatically do this!
    Vtiger CRMVtiger CRM
    Create or Update Lead

    Creates or updates lead.

    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
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microsoft-dynamics-crm logo

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 Vtiger CRM

Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons​ and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.

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