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Autotask + Microsoft Dynamics 365 CRM

Autotask + Microsoft Dynamics 365 CRM

Autotask + Microsoft Dynamics 365 CRM integrations

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.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Opportunity
    Create Opportunity
    Create OpportunityTriggers when a new opportunity is found.
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More things you can do with Microsoft Dynamics 365 CRM and Autotask

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Autotask

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About Autotask
Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
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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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