Autotask + Microsoft Dynamics 365 CRM

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.

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...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    AutotaskAutotask
    Create Contact

    Triggers when a new contact is found. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
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.
Help

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Jira Software Server integrationsJira Software Server integrations

Jira Software Server

Project Management
Odoo ERP Self Hosted integrationsOdoo ERP Self Hosted integrations

Odoo ERP Self Hosted

CRM (Customer Relationship Management)
ConnectWise Manage integrationsConnectWise Manage integrations

ConnectWise Manage

CRM (Customer Relationship Management)
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 moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

Similar apps

Pipedrive integrationsPipedrive integrations

Pipedrive

CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier