Autotask + Microsoft Dynamics 365 CRM

Create new Autotask opportunities from Microsoft Dynamics 365 CRM leads

Effortlessly manage your sales pipeline with this convenient workflow that connects Microsoft Dynamics 365 CRM to Autotask. When a new lead is added in Microsoft Dynamics 365 CRM, an opportunity will be created in Autotask, streamlining your sales process and ensuring you don't miss any potential deals. Save time and stay organized with this seamless automation between the two platforms.

Effortlessly manage your sales pipeline with this convenient workflow that connects Microsoft Dynamics 365 CRM to Autotask. When a new lead is added in Microsoft Dynamics 365 CRM, an opportunity will be created in Autotask, streamlining your sales process and ensuring you don't miss any potential deals. Save time and stay organized with this seamless automation between the two platforms.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerPolling
  2. automatically do this!
    AutotaskAutotask
    Create Opportunity

    Triggers when a new opportunity is found.

    ActionWrite
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Supported triggers and actions

autotask logo
autotask logo

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.

Related categories

  • CRM (Customer Relationship Management)

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microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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