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Autotask + Microsoft Dynamics 365 CRM

Autotask + Microsoft Dynamics 365 CRM

Autotask + Microsoft Dynamics 365 CRM integrations

Create Autotask contacts for new Microsoft Dynamics 365 CRM leads

Easily manage your leads and contacts by connecting Microsoft Dynamics 365 CRM to Autotask. With this workflow, whenever there's a new lead in Dynamics 365 CRM, it will create a contact in Autotask, ensuring a smooth transfer of information. This streamlined process helps you save time and keep your databases up-to-date without manual input.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Contact
    Create Contact
    Create ContactTriggers when a new contact is found. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.
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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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