Microsoft Dynamics 365 CRM + Vision6

Update Vision6 contacts with new Microsoft Dynamics 365 CRM contacts

Keep your contact information up-to-date across platforms with this efficient automation. When you add a new contact in Microsoft Dynamics 365 CRM, this workflow will instantly update that contact in Vision6, ensuring you always have the latest information at your fingertips. Streamline your process and eliminate the need for manual updates, so you can focus on nurturing those relationships instead.

Keep your contact information up-to-date across platforms with this efficient automation. When you add a new contact in Microsoft Dynamics 365 CRM, this workflow will instantly update that contact in Vision6, ensuring you always have the latest information at your fingertips. Streamline your process and eliminate the need for manual updates, so you can focus on nurturing those relationships instead.

  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!
    Vision6Vision6
    Update a Contact

    Into a List you choose.

    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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vision6 logo

About Vision6

Grow your business with powerful email and SMS marketing by using Vision6. Trusted by thousands of small to large businesses, agencies, government and financial institutions, and nonprofit organizations.
Learn more

Related categories

  • Marketing

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