Autotask + Microsoft Dynamics 365 CRM

Create new Autotask companies from new Microsoft Dynamics 365 CRM contacts

Streamline your contact management process by connecting Microsoft Dynamics 365 CRM and Autotask. This workflow activates when a new contact is added in Dynamics 365 CRM, and automatically creates a company in Autotask. Maintain up-to-date information across platforms while reducing manual data entry, ensuring efficient and consistent data management for your business.

Streamline your contact management process by connecting Microsoft Dynamics 365 CRM and Autotask. This workflow activates when a new contact is added in Dynamics 365 CRM, and automatically creates a company in Autotask. Maintain up-to-date information across platforms while reducing manual data entry, ensuring efficient and consistent data management for your business.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    AutotaskAutotask
    ActionWrite
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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.
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Related categories

  • CRM (Customer Relationship Management)

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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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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