Microsoft Dynamics 365 CRM integration with Trustmary
How to Add new updated Microsoft Dynamics 365 CRM leads as Trustmary contacts
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new updated Microsoft Dynamics 365 CRM leads as Trustmary contacts" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Trustmary integrations
Trustmary actions
Nekton can use any feature that is available in Trustmary API.
Using our advanced AI, you can easily create custom automations for Trustmary.
Here are some typical actions you can do in your automated workflows.
Create/Update Contact
Creates a Contact
Trigger Automation for Contact
Triggers an Automation for a existing Contact
New Survey Answer
Triggers when a new survey answer is completed or when an incomplete answer does not progress for 15 minutes.
Survey Answer Completed
Triggers when a new survey answer is completed.
About Trustmary
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