Cloze

Cloze + Microsoft Dynamics 365 CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Cloze and Microsoft Dynamics 365 CRM, with as many as 67 possible integrations. Are you ready to find your productivity superpowers?

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Microsoft Dynamics 365 CRM is a Premium integration on Zapier.

It's easy to connect Cloze + Microsoft Dynamics 365 CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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Company Change

Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.

Create/Update a Person

Creates or updates a person.

Person Change

Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Create Communication

Create a new communication record (email or call).

Project Change

Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Create Timeline Event

Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".

New Opportunity

Triggers when a new opportunity is created.

Create Lead

Creates a new lead.

New Contact

Triggers when a new contact is created.

Create/Update a Project

Creates or updates a project.

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Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment, and remembering what you don’t. It’s the no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social.

Learn More

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

See Microsoft Dynamics 365 CRM Integrations