Skip to content
Circle logoCircle logo
Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo
Circle logoCircle logo
Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo

Circle + Microsoft Dynamics 365 CRM

Circle + Microsoft Dynamics 365 CRM

Circle + Microsoft Dynamics 365 CRM integrations

Add new Microsoft Dynamics 365 CRM leads as Circle space group members

Easily streamline your sales process by connecting Microsoft Dynamics 365 CRM and Circle with this automation. When a new lead is created in Microsoft Dynamics 365 CRM, the workflow adds the lead as a member to a specified Space Group in Circle, ensuring they're engaged and nurtured right from the start. Stay organized and boost your team's efficiency with this seamless integration.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Add Member to Space Group
    Add Member to Space Group
    Add Member to Space GroupAdd a new member to a space group and all its spaces.
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 Circle

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

  • 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
circle logo
About Circle
A modern community platform for creators.
Related categories
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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