Mercury Connect + Microsoft Dynamics 365 CRM

Create new Mercury Connect persons for every Microsoft Dynamics 365 CRM contact added

Seamlessly add new contacts from Microsoft Dynamics 365 CRM to Mercury Connect with this efficient workflow. When a new contact is added in Microsoft Dynamics 365 CRM, this automation ensures they are swiftly registered as a person in Mercury Connect, keeping your databases in sync, and your teams in the loop. No more manual data entry or delays—stay organized and save time with this streamlined process.

Seamlessly add new contacts from Microsoft Dynamics 365 CRM to Mercury Connect with this efficient workflow. When a new contact is added in Microsoft Dynamics 365 CRM, this automation ensures they are swiftly registered as a person in Mercury Connect, keeping your databases in sync, and your teams in the loop. No more manual data entry or delays—stay organized and save time with this streamlined process.

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

    Triggers when a new contact is created.

    TriggerPolling
  2. automatically do this!
    Mercury ConnectMercury Connect
    Create Person

    Creates a new person.

    ActionWrite
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Supported triggers and actions

mercury-connect logo
mercury-connect logo

About Mercury Connect

Mercury Connect is a CRM platform that lets you track people & opportunities, loan calculations, compare products, and manage compliance.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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microsoft-dynamics-crm logo
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 more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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