Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM + Redtail CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Microsoft Dynamics 365 CRM and Redtail CRM, with as many as 33 possible integrations. Are you ready to find your productivity superpowers?

Premium
Microsoft Dynamics 365 CRM is a Premium integration on Zapier.

It's easy to connect Microsoft Dynamics 365 CRM + Redtail CRM 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 New Activity

Creates a new activity.

New Lead

Triggers when a new lead is created.

Create New Contact

Creates a new contact.

New Activity

Triggers when a new activity is created.

Create Account

Creates a new account.

New Contact

Triggers when a new contact is created.

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.

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

See Redtail CRM Integrations