Power Automate
Everything you need to know to integrate your CRM via Power Automate
By Cindy1 author4 articles
- Part 1: Integrating Unibuddy with your CRM using Microsoft Power Automate — Receiving Unibuddy dataThis guide will walk you through creating a Power Automate flow that can receive prospect data from Unibuddy and prepare that data to be sent to your CRM.
- Part 2: Integrating Unibuddy with your CRM using Power Automate — Checking, creating and updating prospects in your CRMIn this article, you'll decide what Power Automate should do with that data when it arrives.
- Part 3: Integrating Unibuddy with your CRM using Power Automate — Mapping Unibuddy data to your CRMIn this article, you'll configure which Unibuddy prospect information should be stored in your CRM and map that information to the appropriate CRM fields.
- Part 4: Integrating Unibuddy with your CRM using Power Automate — Testing your intergation and Going LiveIn this final part, you'll test the complete integration before it is connected to your live Unibuddy university environment.