Channels + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM leads as contacts in Channels

Effortlessly manage your leads with this automation workflow that connects Microsoft Dynamics 365 CRM and Channels. Whenever a new lead is added to the CRM, a new contact will be created in Channels app, ensuring your contact list stays up-to-date and organized. This seamless integration not only saves you time but also helps streamline your sales and communication processes.

Effortlessly manage your leads with this automation workflow that connects Microsoft Dynamics 365 CRM and Channels. Whenever a new lead is added to the CRM, a new contact will be created in Channels app, ensuring your contact list stays up-to-date and organized. This seamless integration not only saves you time but also helps streamline your sales and communication processes.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    ChannelsChannels
    Create New Contact

    Creates a new Contact in your Channels account.

    ActionWrite
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Supported triggers and actions

channels logo
channels logo

About Channels

Channels is a data-driven phone system that lets you make and take calls directly in the browser.

Related categories

  • Phone & SMS
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

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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