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Connect Crelate and Microsoft Dynamics 365 CRM to unlock the power of automation

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How Zapier works

Zapier makes it easy to integrate Crelate with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Crelate

A trigger is an event that starts your Zap and runs the workflow. For example, with Crelate, a trigger could be "New Company."
A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Dynamics 365 CRM

An action is what takes place after the automation is triggered. For example, with Microsoft Dynamics 365 CRM, the action could be "Create Account."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Crelate to Microsoft Dynamics 365 CRM

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Crelate to Microsoft Dynamics 365 CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect Crelate and Microsoft Dynamics 365 CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Crelate triggers, actions, and search
    New Company

    Triggers when a company is created.

    Trigger
    Instant
    Try It
  • Crelate triggers, actions, and search
    New Contact

    Triggers when a contact is created.

    Trigger
    Instant
    Try It
  • Crelate triggers, actions, and search
    New Job

    Triggers when a job is created.

    Trigger
    Instant
    Try It
    • Name
      Required
    • External ID
    • Description
    • Company Type
    • Parent Company
    • Billing Contact
    • Street Address
    • City
    • State
    • Zip Code
    • Main Phone
    • Fax
    • Sales Email
    • Sales Phone
    • Support Email
    • Support Phone
    • Other Email
    • Skype Phone
    • Website
    • Blog
    • LinkedIn
    • Facebook
    Action
    Write
  • Crelate triggers, actions, and search
    Updated Company

    Triggers when a company's details are updated. Does not trigger on new activities.

    Trigger
    Instant
    Try It
  • Crelate triggers, actions, and search
    Updated Contact

    Triggers when a contact's details are updated. Does not trigger on new activities.

    Trigger
    Instant
    Try It
  • Crelate triggers, actions, and search
    Updated Job

    Triggers when a job's details are updated. Does not trigger on new activities.

    Trigger
    Instant
    Try It
    • First Name
      Required
    • Middle Name
    • Last Name
    • Salutation
    • External ID
    • Current Position Title
    • Current Company
    • Street Address
    • City
    • State
    • Zip Code
    • Mobile Phone
    • Work Phone
    • Personal Email Address
    • Work Email Address
    • Other Email
    • Personal Website Url
    • Website
    • Blog
    • Facebook
    • LinkedIn
    • Birthday
    • Anniversary Date
    • Salary
    Action
    Write

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

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About Crelate
Crelate is modern Talent Relationship Management platform paired with simple, flexible Applicant Tracking and delivered with white-glove service.
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Related categories
HR Talent & Recruitment
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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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CRM (Customer Relationship Management)Microsoft
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