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Microsoft Dynamics 365 CRM + Salesforce

Microsoft Dynamics 365 CRM + Salesforce

Microsoft Dynamics 365 CRM + Salesforce integrations

Add new Microsoft Dynamics 365 CRM leads to Salesforce campaign as contacts

Effortlessly streamline your lead management process with this workflow that connects Microsoft Dynamics 365 CRM and Salesforce. Whenever a new lead is created in Microsoft Dynamics 365 CRM, this automation will add the contact to a specified campaign in Salesforce. Say goodbye to manual data entry and focus on converting leads into customers.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Add Contact to Campaign
    Add Contact to Campaign
    Add Contact to CampaignAdds an existing contact to an existing campaign.
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More things you can do with Microsoft Dynamics 365 CRM and Salesforce

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

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
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    • Custom Entity
      Required
    Trigger
    Polling
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    • Info
    Trigger
    Polling
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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 Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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