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Microsoft Dynamics 365 CRM + Salesforce

Create Salesforce records for new Microsoft Dynamics 365 CRM contacts

Effortlessly manage your contacts across platforms with this seamless workflow. When a new contact is added in Microsoft Dynamics 365 CRM, this automation will create a corresponding record in Salesforce. Stay organized and up-to-date with your contacts, all while saving time and reducing manual data entry.

Effortlessly manage your contacts across platforms with this seamless workflow. When a new contact is added in Microsoft Dynamics 365 CRM, this automation will create a corresponding record in Salesforce. Stay organized and up-to-date with your contacts, all while saving time and reducing manual data entry.

  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!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    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
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    • 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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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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