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When a custom yes/no field in Microsoft Dynamics 365 is toggled on, merge their contacts data with those of Classy

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When contacts are not yet converted leads in Microsoft Dynamics 365, update a custom field in Classy

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When contacts are owned by a salesperson in Microsoft Dynamics 365, update their Classy contact details

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When contacts go through a conversion flow in Microsoft Dynamics 365, match them up to contacts in Classy

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When contacts have lead status 'New' in Microsoft Dynamics 365, keep them in sync with Classy

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When contacts in Microsoft Dynamics 365 have no owner, update their description in Classy

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When custom attributes are updated in Microsoft Dynamics 365, create them in Classy

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When phone numbers are added or updated in Microsoft Dynamics 365, change their contact owner in Classy

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When Microsoft Dynamics 365 contacts are from a certain location, make them a VIP in Classy

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When Microsoft Dynamics 365 contacts are from a certain region, opt them out for marketing in Classy

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When custom attributes are updated in Microsoft Dynamics 365, update a custom field in Classy

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When new contacts are added in Microsoft Dynamics 365, update their description in Classy

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Sync Microsoft Dynamics 365 and Classy two way

Microsoft Dynamics 365 is a cloud-based CRM that focuses on intelligent customer engagement, and allows companies to market and sell more productively and smarter to their customers. Native integrations to other Microsoft products make this a powerful CRM.

Classy is an American software company and an online fundraising platform designed for nonprofit organizations. The online fundraising platform gives nonprofits easy, effective, and customizable solutions to manage your fundraising efforts.

PieSync is easy to use and helps you build your business by increasing productivity. Our two-way contact integration will decrease data errors and ensure that you and your team will have access to the most up to date customer information.