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ConnectWise Manage + Microsoft Dynamics 365 CRM

Create companies in ConnectWise Manage from new leads in Microsoft Dynamics 365 CRM

Effortlessly keep your sales pipeline organized with this Microsoft Dynamics 365 CRM to ConnectWise Manage workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this automation creates a company in ConnectWise Manage, ensuring your data stays up-to-date across both platforms. This seamless transfer of information eliminates manual data entry and helps maintain an efficient sales process.

Effortlessly keep your sales pipeline organized with this Microsoft Dynamics 365 CRM to ConnectWise Manage workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this automation creates a company in ConnectWise Manage, ensuring your data stays up-to-date across both platforms. This seamless transfer of information eliminates manual data entry and helps maintain an efficient sales process.

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

    Triggers when a new lead is created.

    TriggerPolling
  2. automatically do this!
    ConnectWise ManageConnectWise Manage
    Create Company

    Creates a new company.

    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 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.