Updated companies in Affinity — Updating leads in Microsoft Dynamics CRM

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

  • A company change in Affinity updates its people's cards in Microsoft Dynamics CRM.
  • A company's contacts don't drift from its data.
  • You edit the company once, not every card.
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How it works

To pass leads from Affinity to Microsoft Dynamics CRM automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Copper
  2. Then: Microsoft Dynamics Crm

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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