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Microsoft Dynamics 365 CRM + Yoteqi

Add new Yoteqi team members as Microsoft Dynamics 365 CRM contacts

Activate this integration to add new team members in your Yoteqi workspace as Microsoft Dynamics 365 CRM contacts. That way, you'll be able to skip tedious data entry chores.

Activate this integration to add new team members in your Yoteqi workspace as Microsoft Dynamics 365 CRM contacts. That way, you'll be able to skip tedious data entry chores.

  1. When this happens...
    YoteqiYoteqi
    New Team Member

    Triggers when a new team member added. To use this trigger you need to be a workspace administrator or have the permission to view team members .

    TriggerScheduled
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select a workspaceRequired

    Trigger
    Scheduled
    Try It
    • Select a workspaceRequired

    Trigger
    Scheduled
    Try It
    • TitleRequired

    • ContentRequired

    • Select a workspaceRequired

    • Select Members to receive notificationRequired

    Action
    Write
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    Account Updated

    Triggers when an account is updated.

    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 Yoteqi

Yoteqi is a social networking platform that empowers professionals with a one-stop solution to expand their network and leverage new opportunities.

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