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ClickUp + Microsoft Dynamics 365 CRM

Create lists in ClickUp for new contacts in Microsoft Dynamics 365 CRM

Effortlessly keep your Microsoft Dynamics 365 CRM and ClickUp apps in sync with this automation. Each time a new contact is added to your CRM, a corresponding list will be created in ClickUp, making team collaboration seamless and organized. Save time and ensure all essential contact information is readily accessible in both platforms.

Effortlessly keep your Microsoft Dynamics 365 CRM and ClickUp apps in sync with this automation. Each time a new contact is added to your CRM, a corresponding list will be created in ClickUp, making team collaboration seamless and organized. Save time and ensure all essential contact information is readily accessible in both platforms.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerPolling
  2. automatically do this!
    ClickUpClickUp
    Create List

    Triggers when new lists are created.

    ActionWrite
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Supported triggers and actions

    • Custom EntityRequired

    Trigger
    Polling
    Try It
    • Info

    Trigger
    Polling
    Try It
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About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

Related categories

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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.
Triggers & Actions