Clinchd + Microsoft Dynamics 365 CRM

Create deals in Clinchd for new Microsoft Dynamics 365 CRM leads

Effortlessly streamline your sales process by setting up this automation between Microsoft Dynamics 365 CRM and Clinchd. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create a deal in Clinchd, saving you time and keeping your sales pipeline up-to-date. Stay organized and focused on closing deals with this seamless integration.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Deal
Create a new deal on Clinchd
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Invoice Updated
Triggers when an invoice is updated.
Trigger
Scheduled
Try It

Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It

- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Account Created
Triggers when a new account is created
Trigger
Scheduled
Try It
Product Created
Triggers when a new product is created
Trigger
Scheduled
Try It
- NameRequired
- Email
- Phone Number
- LinkedIn
- Twitter
- Notes
Action
Write
- notesRequired
- Deal IDRequired
Action
Write
- nameRequired
Action
Search
- External IDRequired
Action
Search
- nameRequired
Action
Search or write
- External IDRequired
- nameRequired
- Sales ProcessRequired
- Account
- Product
- Start Date
- Close Date
- Description
- Probability
Action
Search or write

Account Updated
Triggers when an account is updated.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write
Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
Contact Created
Triggers when a new contact is created
Trigger
Scheduled
Try It
- nameRequired
Action
Write
- nameRequired
- Sales ProcessRequired
- Account
- Product
- Start Date
- Close Date
- Description
- Probability
- External ID
Action
Write
- nameRequired
Action
Write
- name
- Email
- Phone Number
Action
Search
- nameRequired
Action
Search
- NameRequired
- Email
- Phone Number
- LinkedIn
- Twitter
- Notes
Action
Search or write
- nameRequired
Action
Search or write

About Clinchd

Clinchd is a sales engagement platform that makes selling a team game with less admin and more clarity for all involved

Related categories

Sales & CRM

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn more Help

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Clinchd + Microsoft Dynamics 365 CRM

Create deals in Clinchd for new Microsoft Dynamics 365 CRM leads

New Account

New Contact

New Custom Entity

Case/Incident Updated

Invoice Updated

Lead Updated

Opportunity Updated

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Lead

Info

Owner

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

Update Lead

Info

LeadRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign

Campaign NameRequired

Find Invoice

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

Find or Create Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

Account Created

Product Created

Create Contact

NameRequired

Email

Phone Number

LinkedIn

Twitter

Notes

Create Deal Update

notesRequired

Deal IDRequired

Find Account

nameRequired

Find Deals

External IDRequired

Find or Create Account

nameRequired

Find or Create Deal

External IDRequired

nameRequired

Sales ProcessRequired

Account

Product

Start Date

Close Date

Description

Probability