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Connect FreshBooks to Microsoft Dynamics 365 CRM and automate any workflow

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Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

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

Select a trigger from FreshBooks

A trigger is an event that starts your Zap and runs the workflow. For example, with FreshBooks, a trigger could be "New Client."
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 FreshBooks to Microsoft Dynamics 365 CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

Connect FreshBooks 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.

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

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Start here
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Choose an Action

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.

    • Account
      Required
    Trigger
    Instant
    Try It
    • Account
      Required
    Trigger
    Instant
    Try It
    • Account
      Required
    Trigger
    Scheduled
    Try It
    • Account
      Required
    Trigger
    Instant
    Try It