Microsoft Dynamics 365 CRM + Customerly Integration

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1.

Sales order is created in Microsoft Dynamics 365 CRM
Contact is updated in Microsoft Dynamics 365 CRM
Contact is created in Microsoft Dynamics 365 CRM
Account is created in Microsoft Dynamics 365 CRM
Account is updated in Microsoft Dynamics 365 CRM
Opportunity is created in Microsoft Dynamics 365 CRM
Opportunity is updated in Microsoft Dynamics 365 CRM
Case is created in Microsoft Dynamics 365 CRM
Case is updated in Microsoft Dynamics 365 CRM
Lead is created in Microsoft Dynamics 365 CRM
Lead is updated in Microsoft Dynamics 365 CRM
Quote is updated in Microsoft Dynamics 365 CRM
Lead is created in Customerly Instant
User is created in Customerly Instant
User is tagged in Customerly Instant
User is unsubscribed in Customerly Instant
Lead converted to user in Customerly Instant

2.

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Ready Workflows for Microsoft Dynamics 365 CRM + Customerly Integration

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Most popular automations

Create Customerly contact for new Microsoft Dynamics 365 CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Microsoft Dynamics 365 CRM - Customerly integration, anytime a new Microsoft Dynamics 365 CRM contact is created, an Customerly contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

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Create Microsoft Dynamics 365 CRM contact for new Customerly contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Customerly - Microsoft Dynamics 365 CRM integration, anytime a new Customerly contact is created, an Microsoft Dynamics 365 CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

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When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Create user in Customerly

Microsoft Dynamics 365 CRM + Customerly Integration

When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Create lead in Customerly

Microsoft Dynamics 365 CRM + Customerly Integration

When User is created in Customerly > Check condition > Create contact in Microsoft Dynamics 365 CRM

Customerly + Microsoft Dynamics 365 CRM Integration

When User is created in Customerly > Check condition > Create lead in Microsoft Dynamics 365 CRM

Customerly + Microsoft Dynamics 365 CRM Integration

When Lead is created in Customerly > Check condition > Create contact in Microsoft Dynamics 365 CRM

Customerly + Microsoft Dynamics 365 CRM Integration

When Lead is created in Customerly > Check condition > Create lead in Microsoft Dynamics 365 CRM

Customerly + Microsoft Dynamics 365 CRM Integration

When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Create user in Customerly

Microsoft Dynamics 365 CRM + Customerly Integration

When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Create lead in Customerly

Microsoft Dynamics 365 CRM + Customerly Integration

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Top 10 Most Popular Microsoft Dynamics 365 CRM Automations from
Integrately Community

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Create WebinarJam registrant for new Microsoft Dynamics 365 CRM contact

Create Clientify contact for new Microsoft Dynamics 365 CRM contact

Create Microsoft Dynamics 365 CRM contact for new WordPress user

Create Microsoft Dynamics 365 CRM contact for new Quickblog user

Create WordPress user for new Microsoft Dynamics 365 CRM contact

Create WebinarJam registrant for new Microsoft Dynamics 365 CRM contact

Create Clientify contact for new Microsoft Dynamics 365 CRM contact

Create Microsoft Dynamics 365 CRM contact for new WordPress user

Create Microsoft Dynamics 365 CRM contact for new Quickblog user

Create WordPress user for new Microsoft Dynamics 365 CRM contact

Create SureCart contact for new Microsoft Dynamics 365 CRM contact

Create Shoprocket customer for new Microsoft Dynamics 365 CRM contact

Create Microsoft Dynamics 365 CRM contact for new sevDesk contact

Create Publit.io folder for new Microsoft Dynamics 365 CRM contact

Update Microsoft Dynamics 365 CRM contact from updated Shoprocket customer

Create SureCart contact for new Microsoft Dynamics 365 CRM contact

Create Shoprocket customer for new Microsoft Dynamics 365 CRM contact

Create Microsoft Dynamics 365 CRM contact for new sevDesk contact

Create Publit.io folder for new Microsoft Dynamics 365 CRM contact

Update Microsoft Dynamics 365 CRM contact from updated Shoprocket customer

Top 10 Most Popular Customerly Automations from
Integrately Community

Most popular

01

Create Customerly contact for new Elementor Forms form submission

02

Create Customerly contact for new Circle contact

03

Send Telegram message for new Customerly contact

04

Send UChat message for new Customerly contact

05

Create Customerly contact for new Webflow form submission

cloud

app integration

06

Create Customerly contact for new Simvoly form submission

07

Create Customerly contact for new WPForms form submission

08

Create Customerly contact for new Ontraport response

09

Create Customerly contact for new Survey Monkey survey response

10

Create Customerly contact for new involve.me participant

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