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Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo

Freshsales Suite + Microsoft Dynamics 365 CRM

Freshsales Suite + Microsoft Dynamics 365 CRM

Freshsales Suite + Microsoft Dynamics 365 CRM integrations

Create notes in Freshsales Suite for new contacts in Microsoft Dynamics 365 CRM

Maintain seamless communication and organization by connecting Microsoft Dynamics 365 CRM and Freshsales Suite. With this workflow, every time a new contact is created in Microsoft Dynamics 365 CRM, a note will be added to that contact in Freshsales Suite. This way, you'll effortlessly keep track of important details and ensure your sales team is always up-to-date on customer information.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Add Note to Contact
    Add Note to Contact
    Add Note to ContactAdds a note to a contact.
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More things you can do with Microsoft Dynamics 365 CRM and Freshsales Suite

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

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
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    • Custom Entity
      Required
    Trigger
    Polling
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    • Info
    Trigger
    Polling
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About Freshsales Suite
Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
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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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