Connect ClickUp and Microsoft Dynamics 365 CRM to unlock the power of automation

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Choose a Trigger
Choose an Action

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How Zapier works

Zapier makes it easy to integrate ClickUp with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from ClickUp

A trigger is an event that starts your Zap and runs the workflow. For example, with ClickUp, a trigger could be "New Message Posted to Channel."
A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Dynamics 365 CRM

An action is what takes place after the automation is triggered. For example, with Microsoft Dynamics 365 CRM, the action could be "Create Account."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ClickUp to Microsoft Dynamics 365 CRM

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your ClickUp to Microsoft Dynamics 365 CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about ClickUp + Microsoft Dynamics 365 CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ClickUp and Microsoft Dynamics 365 CRM

To integrate ClickUp with Microsoft Dynamics 365 CRM, you'll need to use a third-party tool like Zapier. Start by creating a new Zap with ClickUp as the trigger app and select a specific event, such as 'New Task.' Then, choose Microsoft Dynamics 365 CRM as the action app and define the corresponding action, such as 'Create Record' in an entity of your choice.

Our integration allows you to use various triggers from ClickUp such as 'New Task,' 'Task Updated,' and 'New Folder.' These triggers initiate actions in Microsoft Dynamics 365 CRM according to your defined workflow.

Yes, you can perform several actions in Microsoft Dynamics 365 CRM through our integration. For example, you can create or update records in entities whenever a trigger event occurs in ClickUp.

No coding skills are required. Our platform is designed to be user-friendly, allowing you to set up integrations through an intuitive interface by simply selecting triggers and actions that fit your needs.

You can automate tasks such as updating customer records in Microsoft Dynamics 365 when new tasks are created or updated in ClickUp. This helps keep client data synchronized between platforms without manual intervention.

Yes, our platform provides filtering options that allow you to specify conditions under which a task should trigger an action. For instance, only tasks labeled 'High Priority' could result in updates within your CRM system.

Absolutely! When using our integration tools, you can set up workflows that update existing records within specified entities of Microsoft Dynamics 365 whenever there are changes made to corresponding items in ClickUp.

Connect ClickUp and Microsoft Dynamics 365 CRM 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.