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.
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 Lead
Triggers when a new lead is created.
- automatically do this!Update Record
Updates a Record
- Free forever for core features
- 14 day trial for premium features & apps
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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Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
