Clockify + Microsoft Dynamics 365 CRM

Clockify + Microsoft Dynamics 365 CRM integrations

Create Clockify clients from new Microsoft Dynamics 365 CRM leads

Efficiently track your new leads from Microsoft Dynamics 365 CRM by automatically creating clients in Clockify with this seamless workflow. Whenever a new lead is added in Dynamics 365, a corresponding client will be created in Clockify, streamlining your client management process and saving you valuable time. Stay organized and focused on building relationships with your leads while this automation takes care of the rest.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create ClientCreates a client on a specified workspace.
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and Clockify

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Clockify

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
- Project
  Required
Trigger
Polling
Try It
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
- Project
  Required
- Task name
  Required
- Status
Action
Write
- Workspace
  Required
- Project name
  Required
- Client
- Is project public?
- Is project billable?
Action
Write
- Workspace
  Required
- Start DateTime
  Required
- End DateTime
  Required
- Project
- Task
- Tags
- Description
- Billable
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Project Name
  Required
Action
Search
- Workspace
  Required
- Tag Name
  Required
Action
Search
- Workspace
  Required
- Description
- Time Entry Started After
- Time Entry Ended Before
- Project
- Task
- Tags
Action
Search
- Workspace
  Required
- Project name
  Required
- Client
- Is project public?
- Is project billable?
Action
Search or write
- Workspace
  Required
- Tag name
  Required
Action
Search or write
- Workspace
  Required
- Description
- Start DateTime
  Required
- End DateTime
  Required
- Project
- Task
- Tags
- Billable
Action
Search or write

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- 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
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- 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
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
- Project
- Task
- Tags
Trigger
Polling
Try It
New Workspace
Triggers when a new workspace is created.
Trigger
Polling
Try It
- Workspace
  Required
- Client name
  Required
Action
Write
- Workspace
  Required
- Tag name
  Required
Action
Write
- Workspace
  Required
- Project
- Task
- Tags
- Description
- Is billable?
Action
Write
- Workspace
  Required
- Client name
  Required
Action
Search
- Workspace
  Required
Action
Search
- Workspace
  Required
- Project
  Required
- Task Name
  Required
Action
Search
- Workspace
  Required
- Client name
  Required
Action
Search or write
- Workspace
  Required
- Project
- Task
- Tags
- Description
- Is billable?
Action
Search or write
- Workspace
  Required
- Project
  Required
- Task name
  Required
- Status
Action
Search or write

About Clockify

Clockify is a completely free time tracking software for teams. It's a simple time tracker and timesheet app for tracking work hours on projects.

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Related categories

Time Tracking Software

About Microsoft Dynamics 365 CRM

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Microsoft

Premium

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Create new Clockify clients from new Microsoft Dynamics 365 CRM accounts