When this happens...
Microsoft Dynamics CRMCreate Account

No matter what your work involves, you probably loathe adding the same accounts between apps. Using this Zap, you can automatically create an account in Microsoft Dynamics whenever an account is created in Autotask. Less time adding accounts means more time with potential customers! With Zapier you can cut the busy work and get down to business.

How this Autotask-Microsoft Dynamics CRM integration works

  1. A new account is added to Autodesk
  2. Zapier creates the account in Microsoft Dynamics CRM

Apps involved

  • Autodesk
  • Microsoft Dynamics CRM
Premium
Autotask is a Premium integration on Zapier.
Premium
Microsoft Dynamics CRM is a Premium integration on Zapier.

Why Zapier?

Free

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Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Autotask + Microsoft Dynamics CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Autotask
New Account

Triggers when a new Account is found.

Microsoft Dynamics CRM
Create Contact

Creates a new contact.

Autotask
New or Updated Contact

Triggers when a new or updated Contact is found.

Microsoft Dynamics CRM
Create Lead

Creates a new lead.

Autotask
New Ticket

Triggers when a new Ticket is found.

Microsoft Dynamics CRM
Update Lead

Updates any fields with data on the specified lead.

Microsoft Dynamics CRM
New Contact

Triggered when a new contact is created within your Dynamics CRM instance.

Microsoft Dynamics CRM
Create Account

Creates a new account.

Microsoft Dynamics CRM
New Opportunity

Triggered when a new opportunity is created within your Dynamics CRM instance.

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Become a Zapier Integration Partner

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.

Dynamics CRM is a leading customer resource management and enterprise resource planning software.