Connect Microsoft Dynamics 365 CRM and Clay to power AI-driven automation
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Launch your first automated workflow
Start with a template that brings Microsoft Dynamics 365 CRM and Clay together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with Clay - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Account" from Microsoft Dynamics 365 CRM.
Add your action
An action happens after the trigger—such as "Create Record in Table" in Clay.
You’re connected!
Zapier seamlessly connects Microsoft Dynamics 365 CRM and Clay, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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Connect Microsoft Dynamics 365 CRM and Clay to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Learn how to automate Clay on the Zapier blog
Frequently Asked Questions about Microsoft Dynamics 365 CRM + Clay integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Dynamics 365 CRM and Clay
How do I set up the integration between Microsoft Dynamics 365 CRM and Clay?
To integrate Microsoft Dynamics 365 CRM with Clay, navigate to our integration page, select Microsoft Dynamics 365 CRM as your trigger app, and choose the relevant trigger event such as 'New Lead' or 'Updated Contact'. Then, set up Clay as your action app to create actions like 'Create Entry' or 'Update Contact'. Follow the prompts to connect both accounts and configure the integration settings.
Which triggers are available for Microsoft Dynamics 365 CRM in this integration?
We offer several triggers for Microsoft Dynamics 365 CRM including 'New Lead', 'Updated Account', 'Deleted Contact', and 'New Opportunity'. These triggers help automate processes by initiating actions in Clay whenever a specified event occurs in Microsoft Dynamics 365 CRM.
What kind of actions can I perform in Clay when using this integration?
With this integration, you can perform various actions in Clay such as creating new entries, updating existing contacts, generating reports based on data triggered from Microsoft Dynamics 365 CRM events like new accounts, updated leads or closed opportunities.
Is it possible to automate contact updates between the two platforms using this integration?
Yes, you can automate contact updates. By using triggers like 'Updated Contact' in Microsoft Dynamics 365 CRM, you can configure an action in Clay to automatically update contact details when changes are made in your CRM system.
Can I use this integration for handling customer opportunities effectively?
Absolutely. The integration allows you to use specific triggers like 'New Opportunity' or 'Closed Opportunity' from Microsoft Dynamics 365 CRM. You can set up corresponding actions in Clay such as tracking these opportunities or notifying your sales team instantly.
Are there any limitations on the number of records I can handle with this integration?
The number of records handled by the integration largely depends on your plan's limitations with both Microsoft Dynamics 365 CRM and our service. Please review both platforms' terms of use and plans for detailed information.
What troubleshooting steps are available if my integration isn't working correctly?
If you encounter issues with the integration, first ensure all accounts are properly connected and authorized. Check if any recent updates have changed permissions or API capabilities on either platform. For persistent problems, refer to our support documentation or reach out to our technical support team for assistance.
