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  • Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo

Accelo + Microsoft Dynamics 365 CRM Integrations

How to connect Accelo + Microsoft Dynamics 365 CRM

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  • Accelo triggers, actions, and search
    Task Assigned
    Triggers when a task is assigned.
    Trigger
    Instant
  • Accelo triggers, actions, and search
    New Request
    Triggers when a new request is created.
    Trigger
    Instant
  • Accelo triggers, actions, and search
    Create/Update Contact
    Creates a new contact or updates a contact if it already exists.
    Action
    Write
  • Accelo triggers, actions, and search
    Create Request
    Creates a new request. If the request's contact does not exist, a new one will be created for you.
    Action
    Write
  • Accelo triggers, actions, and search
    Create Sale
    Creates a new sale. If the sale's contact does not exist, a new one will be created for you.
    Action
    Write
  • Accelo triggers, actions, and search
    Create Timer
    Starts a new timer.
    Action
    Write
  • Accelo triggers, actions, and search
    Pause Timers
    Pauses any active timers.
    Action
    Write
  • Accelo triggers, actions, and search
    Lookup Webhook Resource
    Lookup a webhook's resource.
    Action
    Search
  • Microsoft Dynamics 365 CRM

    Triggers when a new account is created.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Triggers when a new contact is created.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Triggers when a contact has been updated.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Triggers when a new lead is created.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Triggers when a lead has been updated.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Triggers when a new opportunity is created.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Triggers when an opportunity has been updated.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Creates a new account.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Creates a new contact.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Creates a new lead.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Updates an account.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Updates a contact.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Updates a lead.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds an account by name.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds a contact by email address or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds a lead by email address or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds an opportunity by subject or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds an account by name.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds a contact by email address or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds a lead by email address or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds an opportunity by subject or other searchable field, or creates the opportunity if it does not exist.

    Scheduled

    Action

How Accelo + Microsoft Dynamics 365 CRM Integrations Work

  1. Step 1: Authenticate Accelo and Microsoft Dynamics 365 CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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About Accelo

Accelo manages all your client work in one place, making your business more profitable and you less stressed.

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microsoft-dynamics-crm logo
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About Microsoft Dynamics 365 CRM

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

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