Microsoft Dynamics 365 CRM + Relatable

Create or update Relatable contacts from new Microsoft Dynamics 365 CRM contacts

Effortlessly manage your contacts between Microsoft Dynamics 365 CRM and Relatable with this seamless workflow. Whenever you add a new contact in Dynamics 365 CRM, the automation will instantly create or update the contact in Relatable, ensuring your contact information stays up-to-date in both systems. Save time and maintain consistency in your contact management process.

Effortlessly manage your contacts between Microsoft Dynamics 365 CRM and Relatable with this seamless workflow. Whenever you add a new contact in Dynamics 365 CRM, the automation will instantly create or update the contact in Relatable, ensuring your contact information stays up-to-date in both systems. Save time and maintain consistency in your contact management process.

  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!
    RelatableRelatable
    Create or Update a Contact

    Create or update a contact

    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

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  • CRM (Customer Relationship Management)
  • Microsoft

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relatable logo
relatable logo

About Relatable

Relatable is a personal CRM that helps you be excellent with people.

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  • CRM (Customer Relationship Management)

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