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Update CMap companies from updated Microsoft Dynamics 365 CRM accounts
When client details change in your CRM, updating the same records in CMap by hand is slow and easy to overlook. When an account is updated in Microsoft Dynamics 365 CRM, this integration finds the matching company in CMap and updates its details so both systems stay aligned. Your teams always work from accurate, consistent client information without any manual updates.
- When this happens...Updated AccountTriggers when an account is updated.
- automatically do this...Find AccountFinds an account by name.
- then do this...Find Companies by QueryFinds companies that match a search query.
- then do this!Update CompanyTriggers when a company is updated.
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More things you can do with Microsoft Dynamics 365 CRM and CMap Software
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and CMap Software
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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