Updated deals in microsoftDynamicsCrm — Updating leads in Copper

The scenario catches updates to deals in microsoftDynamicsCrm and updates leads in Copper. Runs on its own, no manual copying.

  • A deal change in microsoftDynamicsCrm updates the client's card in Copper.
  • The client's status keeps step with the deal.
  • Emails and calls don't miss the stage.
Microsoft Dynamics CRM
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How it works

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

  1. Starts when: Schedule
  2. Then: Microsoft Dynamics Crm
  3. Then: Pipedrive

You can launch this Copper + 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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