Microsoft Dynamics 365 CRM + SalesClue

Update SalesClue clients when Microsoft Dynamics 365 CRM contacts are updated

Keep your client database updated effortlessly with this streamlined workflow. When a contact is modified in Microsoft Dynamics 365 CRM, this integration ensures the corresponding client information in SalesClue is simultaneously updated. Reduce manual data entry and ensure your sales team has access to the latest information with this seamless connection between the two apps.

Keep your client database updated effortlessly with this streamlined workflow. When a contact is modified in Microsoft Dynamics 365 CRM, this integration ensures the corresponding client information in SalesClue is simultaneously updated. Reduce manual data entry and ensure your sales team has access to the latest information with this seamless connection between the two apps.

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

    Triggers when a contact is updated.

    TriggerPolling
  2. automatically do this!
    SalesClueSalesClue
    Create Client

    Creates a Client

    ActionWrite
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Supported triggers and actions

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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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About SalesClue

SalesClue - sales document & customer analytics tool

Related categories

  • Sales & CRM