Microsoft Dynamics CRM + Overpass Integrations
Integrate Microsoft Dynamics CRM with Overpass to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the Microsoft Dynamics CRM to Overpass integration helps boost your business’ efficiency.
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Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.
Read MoreOverpass is an easy to use lead capture solution that helps you capture leads and prospects anytime, anywhere in just a few taps. Scan, Snap, or Type-barcodes, business cards, or custom forms and your leads are promptly converted into the digital format for maximum accuracy and mapping.
Overpass IntegrationsIt's easy to connect Microsoft Dynamics CRM + Overpass without coding knowledge. Start creating your own business flow.
- Triggers
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New AccountTriggers when a new account is created.
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New CaseTriggers when a new case is created.
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New ContactTriggers when a new contact is created.
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New InvoiceTriggers when a new invoice is created.
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New LeadTriggers when a new lead is created.
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New TaskTriggers when a new task is created.
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Updated LeadTriggers when a lead is updated.
- Actions
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Create AccountCreates a new account.
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Create CaseCreates a new case.
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Create ContactCreates a new contact.
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Create LeadCreates a new lead.
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Create NoteCreate Note
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Create OpportunityCreates a new Opportunity.
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Update CaseUpdates an existing case.
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Update TaskUpdates an existing task
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