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Insightly logoInsightly logo
Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo
Insightly logoInsightly logo
Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo

Insightly + Microsoft Dynamics 365 CRM

Insightly + Microsoft Dynamics 365 CRM

Update Insightly records with new Microsoft Dynamics 365 CRM leads

Effortlessly keep your records up-to-date across platforms with this seamless workflow between Microsoft Dynamics 365 CRM and Insightly. Whenever a new lead is added in Microsoft Dynamics 365 CRM, the corresponding record in Insightly will be automatically updated. Save time and reduce manual effort by streamlining your lead management process.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Update Record
    Update Record
    Update RecordUpdates a Record
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More things you can do with Microsoft Dynamics 365 CRM and Insightly

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

  • 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 Insightly
Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
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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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