Refound your company for the AI era at ZapConnect 2026. Save your spot →
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.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!Update RecordUpdates a Record
- Free forever for core features
- 14 day trial for premium features & apps
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
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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.
Related categories
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Related categories






