Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM + Process Street Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Microsoft Dynamics 365 CRM and Process Street, with as many as 38 possible integrations. Are you ready to find your productivity superpowers?

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Microsoft Dynamics 365 CRM is a Premium integration on Zapier.

It's easy to connect Microsoft Dynamics 365 CRM + Process Street and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Opportunity

Triggers when a new opportunity is created.

Create Lead

Creates a new lead.

New Contact

Triggers when a new contact is created.

Create Checklist

Creates a new checklist.

New Lead

Triggers when a new lead is created.

Update Checklist

Update an existing checklist.

New Checklist

Triggers when a new checklist is created.

Create Account

Creates a new account.

New Task Checked

Triggers when a checklist task is checked off.

Update Lead

Updates a lead.

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Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Process Street is a SaaS platform that lets non-technical teams create powerful, API-driven workflows. The easiest way to document, track, automate and optimize customer-centric processes. We help sales and customer success teams drive revenue and reduce churn.

See Process Street Integrations