IRIS CRM + Microsoft Dynamics 365 CRM

Create new IRIS CRM leads when Microsoft Dynamics 365 CRM contacts are updated

Effortlessly maintain an up-to-date sales pipeline by transferring updated contacts from Microsoft Dynamics 365 CRM to IRIS CRM as new leads. This workflow streamlines your contact management process, ensuring that your sales team is promptly informed of new opportunities whenever a contact is updated in Microsoft Dynamics 365 CRM. Keep your sales team organized and your records accurate with this seamless integration.

Effortlessly maintain an up-to-date sales pipeline by transferring updated contacts from Microsoft Dynamics 365 CRM to IRIS CRM as new leads. This workflow streamlines your contact management process, ensuring that your sales team is promptly informed of new opportunities whenever a contact is updated in Microsoft Dynamics 365 CRM. Keep your sales team organized and your records accurate with this seamless integration.

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

    Triggers when a contact is updated.

    TriggerPolling
  2. automatically do this!
    IRIS CRMIRIS CRM
    Create New Lead

    Create a new lead.

    ActionWrite
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Supported triggers and actions

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About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.
Learn more

Related categories

  • Payment Processing
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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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