ProfitWell is a cloud-based app that provides users with all their financial and subscription metrics in one place.
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.
Integrations for Microsoft Dynamics CRMIt's easy to connect ProfitWell + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
Add a new customer on your profitwell account.
Churn Subscription.
Get MRR and plan info on customer.
Upgrade or downgrade subscription
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Create Note
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)