New companies in Affinity — Accounts in Microsoft Dynamics CRM

The scenario catches new companies in Affinity and creates accounts in Microsoft Dynamics CRM. Runs on its own, no manual copying.

  • Every company from Affinity gets a copy in Microsoft Dynamics CRM, with no double entry.
  • Both systems see the company the same way.
  • Details don't drift between services.
Моё дело
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How it works

To create Microsoft Dynamics CRM records from Affinity without manual input, use a ready-made scenario.

  1. Starts when: Schedule
  2. Then: Moe Delo
  3. Then: Active Campaign

You can launch this Affinity + Microsoft Dynamics CRM integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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