Skip to content
Checkvist logoCheckvist logo
Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo
Checkvist logoCheckvist logo
Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo

Checkvist + Microsoft Dynamics 365 CRM

Checkvist + Microsoft Dynamics 365 CRM

Checkvist + Microsoft Dynamics 365 CRM integrations

Add new Microsoft Dynamics 365 CRM contacts to Checkvist as list items

Effortlessly manage your new Microsoft Dynamics 365 CRM contacts by adding them to Checkvist with this handy workflow. Once set up, every time a new contact is created in your Dynamics 365 CRM, a list item will be created in Checkvist, ensuring that you stay organized and updated without any manual work. Say goodbye to juggling between apps and enjoy a seamless process for keeping track of important contacts.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create List Item
    Create List Item
    Create List ItemCreates a new item in a selected list.
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with Microsoft Dynamics 365 CRM and Checkvist

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Checkvist

  • 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
checkvist logo
About Checkvist
Keyboard driven online outliner and task manager for teams and individuals. Capture your ideas and notes, create checklists and plans, share with colleagues, and get everything done — together.
Related categories
Similar apps
Google Docs integrationsGoogle Docs integrations
Google Docs
Documents, Google
Evernote integrationsEvernote integrations
Evernote
Notes
Smartsheet integrationsSmartsheet integrations
Smartsheet
Spreadsheets
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.
Related categories
Similar apps
Pipedrive integrationsPipedrive integrations
Pipedrive
CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations
Insightly
CRM (Customer Relationship Management)
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

 

    Â