Microsoft Dynamics 365 CRM + Salesforce integrations
Create Salesforce records from new Microsoft Dynamics 365 CRM leads
Effortlessly keep your CRM data up-to-date and maintain organized records across platforms with this Microsoft Dynamics 365 and Salesforce integration. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create a corresponding record in Salesforce. Save time and eliminate manual data entry, ensuring your team has the latest information on leads across both platforms.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!Create RecordCreates a new record of a specified Salesforce object.
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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
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Related categories
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
Related Zap Templates
- Create Salesforce leads from new Microsoft Dynamics 365 CRM contacts
- Update Salesforce leads with new campaigns when Microsoft Dynamics 365 CRM contacts are modified
- Create and update Salesforce records from new Microsoft Dynamics 365 CRM leads
- Create Salesforce contacts from new Microsoft Dynamics 365 CRM contacts
- Add new Microsoft Dynamics 365 CRM leads to Salesforce campaign as contacts
- Update Salesforce leads when Microsoft Dynamics 365 CRM contacts are updated
- Create and update leads in Salesforce from new contacts in Microsoft Dynamics 365 CRM
- Add new contacts from Microsoft Dynamics 365 CRM to Salesforce campaigns
- Create Salesforce records for new Microsoft Dynamics 365 CRM contacts
- Create Salesforce contacts from new Microsoft Dynamics 365 CRM leads
- Update lead details in Microsoft Dynamics 365 CRM for each new outbound message from Salesforce
- Create new contacts in Microsoft Dynamics 365 CRM for new records in Salesforce
Related Zap Templates
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- Update Salesforce leads with new campaigns when Microsoft Dynamics 365 CRM contacts are modified
- Add new Microsoft Dynamics 365 CRM leads to Salesforce campaign as contacts
- Add new contacts from Microsoft Dynamics 365 CRM to Salesforce campaigns
- Update lead details in Microsoft Dynamics 365 CRM for each new outbound message from Salesforce
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- Create and update Salesforce records from new Microsoft Dynamics 365 CRM leads
- Update Salesforce leads when Microsoft Dynamics 365 CRM contacts are updated
- Create Salesforce records for new Microsoft Dynamics 365 CRM contacts
- Create new contacts in Microsoft Dynamics 365 CRM for new records in Salesforce






