Bind ERP + Microsoft Dynamics 365 CRM

Create prospects in Bind ERP from new contacts in Microsoft Dynamics 365 CRM

Easily streamline your CRM and ERP processes with this efficient workflow. When a new contact is added to Microsoft Dynamics 365 CRM, this automation will create a prospect in Bind ERP, saving you time and ensuring that your sales and accounting teams are working with the most up-to-date information. Stay organized and focused on what matters most - building strong relationships with your clients and growing your business.

Easily streamline your CRM and ERP processes with this efficient workflow. When a new contact is added to Microsoft Dynamics 365 CRM, this automation will create a prospect in Bind ERP, saving you time and ensuring that your sales and accounting teams are working with the most up-to-date information. Stay organized and focused on what matters most - building strong relationships with your clients and growing your business.

  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!
    Bind ERPBind ERP
    Create Prospect

    Creates a new prospect.

    ActionWrite
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Supported triggers and actions

bind-erp logo
bind-erp logo

About Bind ERP

Bind ERP is a management system that allows SMBs to take control of their business in an easy, accessible manner.

Related categories

  • Accounting
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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