Daylite + Microsoft Dynamics 365 CRM

Create Daylite companies from new Microsoft Dynamics 365 CRM contacts

Efficiently maintain consistency between your Microsoft Dynamics 365 CRM and Daylite contacts with this powerful workflow. When a new contact is created in Microsoft Dynamics 365 CRM, this automation will also generate a new contact in Daylite, ensuring seamless synchronization of information across both platforms. Eliminate manual work and streamline your contact management process with this integrated solution.

Efficiently maintain consistency between your Microsoft Dynamics 365 CRM and Daylite contacts with this powerful workflow. When a new contact is created in Microsoft Dynamics 365 CRM, this automation will also generate a new contact in Daylite, ensuring seamless synchronization of information across both platforms. Eliminate manual work and streamline your contact management process with this integrated 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!
    DayliteDaylite
    Update Company

    Modifies a company.

    ActionWrite
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Supported triggers and actions

daylite logo
daylite logo

About Daylite

Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and finish more projects. It works with many of the built-in Apple features you know and love like Apple Mail, Contacts, Calendar, Siri, and more!
Learn more

Related categories

  • CRM (Customer Relationship Management)

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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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