Microsoft Dynamics 365 CRM + OfficeClip

Create new OfficeClip contacts from Microsoft Dynamics 365 CRM contacts

Effortlessly manage your contacts between Microsoft Dynamics 365 CRM and OfficeClip with this automation. Once set up, every time a new contact is added in Microsoft Dynamics 365 CRM, a contact will be created in OfficeClip, ensuring a seamless flow of information and keeping both platforms up to date. Stay organized and enhance your workflow with this efficient contact management solution.

Effortlessly manage your contacts between Microsoft Dynamics 365 CRM and OfficeClip with this automation. Once set up, every time a new contact is added in Microsoft Dynamics 365 CRM, a contact will be created in OfficeClip, ensuring a seamless flow of information and keeping both platforms up to date. Stay organized and enhance your workflow with this efficient contact management solution.

  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!
    OfficeClipOfficeClip
    Create Contact

    Creates a new contact in OfficeClip.

    ActionWrite
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Supported triggers and actions

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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About OfficeClip

OfficeClip is a team collaboration tool to organize CRM, HRM, Issue Tracker and keep projects on track.

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