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.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!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
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
Related categories
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Related categories
Related Zap Templates
- Add new Autotask accounts to Microsoft Dynamics CRM
- Update Autotask companies when new contacts are added in Microsoft Dynamics 365 CRM
- Create new Autotask opportunities from Microsoft Dynamics 365 CRM leads
- Update Autotask companies when Microsoft Dynamics 365 CRM contacts are updated
- Create new Autotask companies from new Microsoft Dynamics 365 CRM contacts









