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Microsoft Dynamics 365 CRM + Productive.io

Microsoft Dynamics 365 CRM + Productive.io

Microsoft Dynamics 365 CRM + Productive.io integrations

Create deals in Productive.io from new Microsoft Dynamics 365 CRM contacts

Effortlessly keep your Microsoft Dynamics 365 CRM contacts and Productive.io deals in sync with this workflow. When you add a new contact in Microsoft Dynamics 365 CRM, a deal will be created in Productive.io, streamlining your sales pipeline and ensuring accurate data across both platforms. Save time and boost productivity with this seamless integration.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Deal
    Create Deal
    Create DealCreate new deal.
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More things you can do with Microsoft Dynamics 365 CRM and Productive.io

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Productive.io

  • 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 Productive.io
Productive is a project management tool that includes everything you need to run a profitable agency.
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