Skip to content
Copper logoCopper logo
Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo
Copper logoCopper logo
Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo

Copper + Microsoft Dynamics 365 CRM

Copper + Microsoft Dynamics 365 CRM

Copper + Microsoft Dynamics 365 CRM integrations

Create new Microsoft Dynamics 365 CRM leads and update corresponding Copper opportunities

Keep your sales team updated and improve efficiency with this workflow that connects Microsoft Dynamics 365 CRM and Copper. Whenever a new lead is created in Microsoft Dynamics 365 CRM, it instantly updates the corresponding opportunity in Copper by ID. This streamlined process ensures your team stays informed and focuses on closing deals instead of manual data entry.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Update Opportunity by ID
    Update Opportunity by ID
    Update Opportunity by IDUpdates an Opportunity based off of Opportunity ID.
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

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

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

  • 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
copper logo
About Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Related categories
Similar apps
Capsule CRM integrationsCapsule CRM integrations
Capsule CRM
CRM (Customer Relationship Management)
Streak integrationsStreak integrations
Streak
CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations
Insightly
CRM (Customer Relationship Management)
microsoft-dynamics-crm logo
About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Related categories
Similar apps
Pipedrive integrationsPipedrive integrations
Pipedrive
CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations
Insightly
CRM (Customer Relationship Management)
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates