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freee + Microsoft Dynamics 365 CRM

freee + Microsoft Dynamics 365 CRM

freee + Microsoft Dynamics 365 CRM integrations

Create partners in freee from new leads in Microsoft Dynamics 365 CRM

Effortlessly manage your leads and partnerships with this efficient workflow. When a new lead is added to your Microsoft Dynamics 365 CRM, a corresponding partner will be created in the freee app. This seamless integration streamlines your lead and partner management process, keeping your records organized and up-to-date.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Partner
    Create Partner
    Create PartnerCreates a new partner.
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More things you can do with Microsoft Dynamics 365 CRM and freee

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

  • 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 freee
freee provides cloud-based accounting & HR software for SMBs in Japan to automate and simplify back-office tasks.
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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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