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.
- When this happens...Specific Column Value Changed in BoardTriggers when a specific column's value changes in the selected board.
- automatically do this!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 IDRequired
Try ItTriggerInstant- Board IDRequired
- Group Names to trigger on
Try ItTriggerInstant- Board IDRequired
Try ItTriggerInstant- Board IDRequired
- Column IDRequired
Try ItTriggerInstant
- Item_created_in_board_copy
- Board IDRequired
Try ItTriggerInstant- New Board
Triggers when a new board is created.
Try ItTriggerPolling - Board IDRequired
- Column IDsRequired
Try ItTriggerInstant- Board IDRequired
- Column IDRequired
Try ItTriggerInstant
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- Create group positions in monday.com for new leads in Microsoft Dynamics 365 CRM
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- Update group positions in monday.com when contacts are updated in Microsoft Dynamics 365 CRM
- Add new Microsoft Dynamics 365 CRM contacts to archive boards in monday.com
- Update monday.com item names when new contacts are added in Microsoft Dynamics 365 CRM
- Create items in monday.com for new leads in Microsoft Dynamics 365 CRM
- Create updates in monday.com from new leads in Microsoft Dynamics 365 CRM
- Update multiple columns in monday.com when new leads are added in Microsoft Dynamics 365 CRM
- Archive boards in monday.com when new leads are added to Microsoft Dynamics 365 CRM
- Update items in monday.com when opportunities are updated in Microsoft Dynamics 365 CRM
- Manage new Microsoft Dynamics 365 CRM opportunities by creating items in monday.com
- Update cases/incidents in Microsoft Dynamics 365 CRM with each new update on monday.com boards
- Create items in monday.com for new accounts in Microsoft Dynamics 365 CRM
- Update contacts in Microsoft Dynamics 365 CRM when specific column values change in monday.com boards
Related Zap Templates
- Create group positions in monday.com for new leads in Microsoft Dynamics 365 CRM
- Update group positions in monday.com when contacts are updated in Microsoft Dynamics 365 CRM
- Create items in monday.com for new leads in Microsoft Dynamics 365 CRM
- Archive boards in monday.com when new leads are added to Microsoft Dynamics 365 CRM
- Update cases/incidents in Microsoft Dynamics 365 CRM with each new update on monday.com boards
- Archive items in monday.com when new contacts are added to Microsoft Dynamics 365 CRM
- Add new Microsoft Dynamics 365 CRM contacts to archive boards in monday.com
- Create updates in monday.com from new leads in Microsoft Dynamics 365 CRM
- Update items in monday.com when opportunities are updated in Microsoft Dynamics 365 CRM
- Create items in monday.com for new accounts in Microsoft Dynamics 365 CRM
- Create updates in monday.com for new contacts in Microsoft Dynamics 365 CRM
- Update monday.com item names when new contacts are added in Microsoft Dynamics 365 CRM
- Update multiple columns in monday.com when new leads are added in Microsoft Dynamics 365 CRM
- Manage new Microsoft Dynamics 365 CRM opportunities by creating items in monday.com
- Update contacts in Microsoft Dynamics 365 CRM when specific column values change in monday.com boards








