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Microsoft Dynamics 365 CRM + Pixie

Microsoft Dynamics 365 CRM + Pixie

Microsoft Dynamics 365 CRM + Pixie integrations

Create Pixie jobs from new Microsoft Dynamics 365 CRM leads

Efficiently manage your sales process by connecting Microsoft Dynamics 365 CRM with Pixie. This automation starts a new job in Pixie whenever a lead is created in Microsoft Dynamics 365 CRM. Stay organized and streamline your workflow, allowing you to focus on closing deals and growing your business.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Start Job
    Start Job
    Start JobStarts a new job.
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More things you can do with Microsoft Dynamics 365 CRM and Pixie

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

  • 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 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 Pixie
Pixie is practice management for accountants and bookkeepers. Improve visibility, collaboration and automation for your team and clients.
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