Updated companies in Affinity — Updating accounts in Microsoft Dynamics CRM

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

  • A company change in Affinity reaches Microsoft Dynamics CRM by itself.
  • Details match across all systems.
  • You edit the company once.
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How it works

To keep Affinity and Microsoft Dynamics CRM in sync, connect them with a ready-made scenario — changes flow automatically.

  1. Starts when: Copper
  2. 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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