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ConnectWise Manage + Microsoft Dynamics 365 CRM

ConnectWise Manage + Microsoft Dynamics 365 CRM

ConnectWise Manage + Microsoft Dynamics 365 CRM integrations

Create tickets in ConnectWise Manage for new contacts in Microsoft Dynamics 365 CRM

Effortlessly streamline your customer support process with this automation workflow that connects Microsoft Dynamics 365 CRM and ConnectWise Manage. When a new contact is added in Microsoft Dynamics 365 CRM, a ticket will be created in ConnectWise Manage, ensuring your support team can address customer concerns in a timely manner. Save time and improve communication between your CRM and support systems.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Ticket
    Create Ticket
    Create TicketCreates a new service desk or project ticket.
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More things you can do with Microsoft Dynamics 365 CRM and ConnectWise Manage

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

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About ConnectWise Manage
ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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