How to connect Trolley + Microsoft Dynamics 365 CRM
Zapier lets you send info between Trolley and Microsoft Dynamics 365 CRM automatically—no code required. With 5,000+ supported apps, the possibilities are endless.
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Payment Status
Try ItBatch IDRequired
Recipient IDRequired
AmountRequired
CurrencyRequired
Payment Memo
EmailRequired
Name of Business
First Name
Last Name
Street
Street 2
City
Postal Code
Phone
Country
State/Province
Reference ID
Passport Number
Date of Birth
Batch IDRequired
Recipient Updated
Triggers when a recipient is updated.
Try ItCurrency of payment (optional)
Description (optional)
Recipient ID
Email
Reference ID
AmountRequired
CurrencyRequired
Cover Fees
Payment Memo
Batch Description
RecipientRequired
How Trolley + Microsoft Dynamics 365 CRM Integrations Work
- Step 1: Authenticate Trolley and Microsoft Dynamics 365 CRM.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.
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