Microsoft Dynamics 365 CRM + Urable
Create or update Urable customers from new Microsoft Dynamics 365 CRM contacts
Effortlessly keep your contact and customer records up to date with this workflow that connects Microsoft Dynamics 365 CRM and Urable. Whenever a new contact is added in Dynamics 365, the automation will either update an existing customer record or create a new one in Urable, ensuring your data stays accurate and consistent across both platforms. Save time and maintain organized customer information with this seamless integration.
Effortlessly keep your contact and customer records up to date with this workflow that connects Microsoft Dynamics 365 CRM and Urable. Whenever a new contact is added in Dynamics 365, the automation will either update an existing customer record or create a new one in Urable, ensuring your data stays accurate and consistent across both platforms. Save time and maintain organized customer information with this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update/Create Customer
Finds a customer in Urable by email address. If the customer exists, they are updated. If they do not exist, they are created.
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