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Microsoft Dynamics 365 CRM + Salesforce

Create Salesforce contacts from new Microsoft Dynamics 365 CRM leads

Effortlessly bridge the gap between Microsoft Dynamics 365 CRM and Salesforce with this convenient automation. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow seamlessly creates a new contact in Salesforce. Enhance your sales process and keep your contacts up-to-date while saving time and streamlining your customer management across platforms.

Effortlessly bridge the gap between Microsoft Dynamics 365 CRM and Salesforce with this convenient automation. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow seamlessly creates a new contact in Salesforce. Enhance your sales process and keep your contacts up-to-date while saving time and streamlining your customer management across platforms.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

    • Custom EntityRequired

    Trigger
    Polling
    Try It
    • Info

    Trigger
    Polling
    Try It
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About Salesforce

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