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Freshservice + Microsoft Dynamics 365 CRM

Freshservice + Microsoft Dynamics 365 CRM

Freshservice + Microsoft Dynamics 365 CRM integrations

Create Freshservice requesters from new Microsoft Dynamics 365 CRM leads

Effortlessly manage your leads with this Microsoft Dynamics 365 CRM to Freshservice workflow. When a new lead is added in Microsoft Dynamics 365 CRM, a requester is created in Freshservice, keeping your team informed and ready to take action. Streamline your sales and support process with this seamless automation.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Requester
    Create Requester
    Create RequesterAllows you to create a Requester in Freshservice for your support domain.
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More things you can do with Microsoft Dynamics 365 CRM and Freshservice

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

  • 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 Freshservice
Freshservice is an online, cloud-based IT Helpdesk which is ITIL ready.
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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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