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Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo
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Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo

Insightly + Microsoft Dynamics 365 CRM

Insightly + Microsoft Dynamics 365 CRM

Create records in Insightly for new contacts in Microsoft Dynamics 365 CRM

Effortlessly keep your Microsoft Dynamics 365 CRM and Insightly records up-to-date with this workflow. When a new contact is added in Microsoft Dynamics 365 CRM, a record will be created in Insightly, ensuring a seamless and efficient data management process. Save time and maintain organized contact information by automating this essential task.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreates 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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