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Freshsales Classic + Microsoft Dynamics 365 CRM

Create Freshsales Classic leads from new Microsoft Dynamics 365 CRM contacts

Easily keep your Freshsales Classic leads up-to-date with this seamless workflow between Microsoft Dynamics 365 CRM and Freshsales Classic. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this automation will promptly update the matching lead in Freshsales Classic, ensuring your sales team always has the most accurate information at their disposal. Maintain consistency and improve efficiency by letting this integration handle contact updates for you.

Easily keep your Freshsales Classic leads up-to-date with this seamless workflow between Microsoft Dynamics 365 CRM and Freshsales Classic. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this automation will promptly update the matching lead in Freshsales Classic, ensuring your sales team always has the most accurate information at their disposal. Maintain consistency and improve efficiency by letting this integration handle contact updates for you.

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

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    Freshsales ClassicFreshsales Classic
    Update Lead

    Updates an existing lead; if not found, it will create a new one.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
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    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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freshsales-classic logo

About Freshsales Classic

Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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microsoft-dynamics-crm logo
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.

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