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Microsoft Dynamics 365 CRM + monday.com

Microsoft Dynamics 365 CRM + monday.com

Microsoft Dynamics 365 CRM + monday.com integrations

Create new Microsoft Dynamics 365 CRM accounts when specific column values change in monday.com boards

Stay on top of your lead management by enabling this workflow. When a value changes in a specific column within your monday.com board, a new account will be created in Microsoft Dynamics 365 CRM. No longer will you need to manually transfer information between the two systems, this automation takes care of the detailed work, helping you maintain accurate CRM records while focusing on what matters most - your leads and customers.

  1. When this happens...
    Specific Column Value Changed in Board
    Specific Column Value Changed in Board
    Specific Column Value Changed in BoardTriggers when a specific column's value changes in the selected board.
  2. automatically do this!
    Create Account
    Create Account
    Create AccountCreates a new account.
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More things you can do with monday.com and Microsoft Dynamics 365 CRM

Discover other triggers and actions you can use with monday.com and Microsoft Dynamics 365 CRM

    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Group Names to trigger on
    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
    • Item_created_in_board_copy
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column IDs
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
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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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About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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