Microsoft Dynamics 365 CRM + SmartMatchApp
Manage new, updated or deleted SmartMatchApp clients through api requests in Microsoft Dynamics 365 CRM
Keep your client data up-to-date across platforms efficiently with this smart workflow. When a client profile is created, modified, or removed within SmartMatchApp, it sets off an API request in Microsoft Dynamics 365 CRM. This process ensures accurate and real-time updates in your CRM, reducing manual data entry and maintaining consistency. Perfect for businesses looking to streamline client information management and enhance operational efficiency.
Keep your client data up-to-date across platforms efficiently with this smart workflow. When a client profile is created, modified, or removed within SmartMatchApp, it sets off an API request in Microsoft Dynamics 365 CRM. This process ensures accurate and real-time updates in your CRM, reducing manual data entry and maintaining consistency. Perfect for businesses looking to streamline client information management and enhance operational efficiency.
- When this happens...New, Updated or Deleted Client
Triggers when a client changed.
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ObjectRequired
Try ItClient ID
Created
Client IDRequired
Photo ListRequired
New Account
Triggers when a new account is created.
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Create Client (Deprecated)
Creates a new client. Please use "Create or Update Client" instead.
Client IDRequired
Fullname
Search by primary phone
Search by primary email
Is Submitted
Is Archived
Info
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