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Zapier makes it easy to integrate ClickUp with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
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ClickUp
ClickUp
1. Choose trigger event
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM
2. Choose action
1. Select the event
Setup
Test
ClickUp
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Message Posted to Channel" from ClickUp.
Add your action
An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.
You’re connected!
Zapier seamlessly connects ClickUp and Microsoft Dynamics 365 CRM, 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.
Create a new record or update an existing record in your app.
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Custom Entity
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Custom Entity Action
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Invoice
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Opportunity
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Api_docs_info
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Info_field_enable
Company Name
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Action
This is an event a Zap performs.
Search
Find existing data in your app
Campaign_name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Company Name
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Info_field_enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Owner
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use ClickUp and Microsoft Dynamics 365 CRM with AI agents and code
Beyond Zap workflows. Call ClickUp and Microsoft Dynamics 365 CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose ClickUp and Microsoft Dynamics 365 CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Archive or Delete Task
Create Account
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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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
Practical ways you can use ClickUp and Microsoft Dynamics 365 CRM
Log Dynamics 365 leads in ClickUp tasks
When new leads are created in Microsoft Dynamics 365 CRM, Zapier automatically logs them as new tasks in ClickUp. This pairs structured CRM data with your project management workflow and simplifies tracking and analysis, saving time and reducing manual data entry.
When a new task is created in ClickUp, Zapier creates a corresponding account in Microsoft Dynamics 365 CRM. This ensures IT teams can manage systems or resources linked to specific tasks efficiently, improving resource allocation and reducing miscommunication between departments.
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
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.
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
How do I integrate ClickUp with 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.
What triggers can I use in ClickUp for integration?
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.
Are there any actions available in Microsoft Dynamics 365 CRM for integration?
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.
Do I need coding skills to set up the integration between ClickUp and Microsoft Dynamics 365 CRM?
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.
What types of tasks can be automated by integrating ClickUp with Microsoft Dynamics 365 CRM?
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.
Can I filter which ClickUp tasks trigger actions in Microsoft Dynamics 365 CRM?
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.
Is it possible to update existing records in Microsoft Dynamics 365 based on changes from ClickUp?
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.
About ClickUp
ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
