Karbon + Microsoft Dynamics 365 CRM

Update Karbon person contacts when Microsoft Dynamics 365 CRM contacts are updated

Keep your Microsoft Dynamics 365 CRM and Karbon contact information up-to-date with this efficient automation. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this workflow automatically creates a person contact in Karbon, ensuring you always have consistent and accurate data across both platforms. Streamline your contact management and never miss a change in details again.

Keep your Microsoft Dynamics 365 CRM and Karbon contact information up-to-date with this efficient automation. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this workflow automatically creates a person contact in Karbon, ensuring you always have consistent and accurate data across both platforms. Streamline your contact management and never miss a change in details again.

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

    Triggers when a contact is updated.

    TriggerPolling
  2. automatically do this!
    KarbonKarbon
    Create Person Contact

    Triggers when a new person contact is created.

    ActionWrite
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Supported triggers and actions

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About Karbon

Karbon is the collaborative practice management platform for accounting firms. It enables seamless communication and workflows so you know who is doing what, when, why, and how.
Learn more

Related categories

  • Project Management
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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