Ready workflows for Sendly + Microsoft Dynamics 365 CRM Integration
Just click on the workflow you want to automate
Create Microsoft Dynamics 365 CRM contact for new Sendly form submission
Plus, all of the information from the Sendly is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Sendly - Microsoft Dynamics 365 CRM integration set up makes it easy to manage your customer relationships and grow your business.
When Contact is created or updated in Sendly > Search lead in Microsoft Dynamics 365 CRM > Check any condition > Create lead in Microsoft Dynamics 365 CRM
When Lead is created in Microsoft Dynamics 365 CRM > Search contact in Sendly > Check any condition > (If condition matches) > Update contact in Sendly > (Else) > Create member in Sendly
When Lead is created in Microsoft Dynamics 365 CRM > Search contact in Sendly > Check any condition > (If condition matches) > Update member in Sendly > (Else) > Create member in Sendly
When Lead is created in Microsoft Dynamics 365 CRM > Search contact in Sendly > Check any condition > (If condition matches) > Create contact in Sendly > (Else) > Create member in Sendly
When Lead is created in Microsoft Dynamics 365 CRM > Search contact in Sendly > Check any condition > (If condition matches) > Create product in Sendly > (Else) > Create member in Sendly
When Lead is created in Microsoft Dynamics 365 CRM > Search contact in Sendly > Check any condition > (If condition matches) > Update product in Sendly > (Else) > Create member in Sendly
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Create Your Own Sendly & Microsoft Dynamics 365 CRM Integration Without Any Code
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to automate repetitive tasks between Sendly & Microsoft Dynamics 365 CRM
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See Sendly IntegrationsMicrosoft Dynamics 365 CRM is a powerful, integrated suite of business applications. From sales to service, finance to operations, it combines all aspects of your business, enabling you to deliver superior customer experiences.
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