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Microsoft Dynamics 365 CRM + Process Street

Create and run Process Street workflows for new Microsoft Dynamics 365 CRM contacts

Efficiently manage your new contacts in Microsoft Dynamics 365 CRM by integrating it with Process Street. This workflow initiates when a new contact is added in your CRM, and automatically triggers a Run Workflow action in Process Street. Save time and ensure consistency in your onboarding process with this seamless automation.

Efficiently manage your new contacts in Microsoft Dynamics 365 CRM by integrating it with Process Street. This workflow initiates when a new contact is added in your CRM, and automatically triggers a Run Workflow action in Process Street. Save time and ensure consistency in your onboarding process with this seamless automation.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    Process StreetProcess Street
    Run Workflow

    Runs a workflow.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

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

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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About Process Street

Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows.

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