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Magentrix + Microsoft Dynamics 365 CRM

Magentrix + Microsoft Dynamics 365 CRM

Magentrix + Microsoft Dynamics 365 CRM integrations

Create Magentrix entity records for new Microsoft Dynamics 365 CRM leads

Effortlessly manage leads between Microsoft Dynamics 365 CRM and Magentrix with this workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it automatically creates an entity record in Magentrix. Save time and stay organized by keeping both platforms seamlessly updated, making lead tracking and follow-ups hassle-free.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Entity Record
    Create Entity Record
    Create Entity RecordCreates a new record of your chosen Entity Type.
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More things you can do with Microsoft Dynamics 365 CRM and Magentrix

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

  • 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 Magentrix
Magentrix provides advanced API connections to Salesforce CRM & Microsoft Dynamics which allow you to easily build custom, self-service webpages for customers or partners to access or change account or contact related data.
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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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