Customer Fields + Microsoft Dynamics 365 CRM

Create new customers in the Customer Fields app from new contacts in Microsoft Dynamics 365 CRM

Effortlessly manage your customer data with this Microsoft Dynamics 365 CRM to Customer Fields automation. When a new contact is added in Microsoft Dynamics 365 CRM, this workflow will create a customer in the Customer Fields app, ensuring all your essential information is consistently up-to-date. Save time and streamline your customer management process with this seamless integration.

Effortlessly manage your customer data with this Microsoft Dynamics 365 CRM to Customer Fields automation. When a new contact is added in Microsoft Dynamics 365 CRM, this workflow will create a customer in the Customer Fields app, ensuring all your essential information is consistently up-to-date. Save time and streamline your customer management process with this seamless integration.

  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!
    Customer FieldsCustomer Fields
    Create Customer

    Create a new customer.

    ActionWrite
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Supported triggers and actions

customer-fields logo
customer-fields logo

About Customer Fields

Customer Fields provides a way to collect and store custom data for Shopify customers
Learn more

Related categories

  • eCommerce
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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