ClickUp + Microsoft Dynamics 365 CRM integrations
Update ClickUp task comments when Microsoft Dynamics 365 CRM contacts are modified
Keep your team informed and up-to-date with this automation that connects Microsoft Dynamics 365 CRM and ClickUp. Whenever a contact is updated in Microsoft Dynamics 365 CRM, a task comment will be posted in ClickUp, ensuring that everyone stays on the same page regarding any contact changes. Stay organized and efficient with this seamless workflow between your CRM and project management platforms.
- When this happens...Updated ContactTriggers when a contact is updated.
- automatically do this!Post a Task CommentPost a comment to a task
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More things you can do with Microsoft Dynamics 365 CRM and ClickUp
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and ClickUp
- 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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Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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Related Zap Templates
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- Create tasks in ClickUp when contacts are updated in Microsoft Dynamics 365 CRM
- Create folders in ClickUp for new leads in Microsoft Dynamics 365 CRM
- Create new ClickUp checklists for newly added Microsoft Dynamics 365 CRM contacts
- Create tasks in ClickUp for new custom entities in Microsoft Dynamics 365 CRM









