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Microsoft Dynamics 365 CRM + Salesforce

Microsoft Dynamics 365 CRM + Salesforce

Microsoft Dynamics 365 CRM + Salesforce integrations

Update lead details in Microsoft Dynamics 365 CRM for each new outbound message from Salesforce

Easily streamline your CRM process with this Salesforce and Microsoft Dynamics 365 CRM integration. Whenever a new outbound message is sent from Salesforce, the corresponding lead information is updated in Microsoft Dynamics 365 CRM. This workflow effectively eliminates manual data handling and ensures your Microsoft Dynamics 365 CRM records are always up-to-date. It's a highly efficient solution for maintaining communication records and improving lead management.

  1. When this happens...
    New Outbound Message
    New Outbound Message
    New Outbound MessageTriggers when a new outbound message is received in Salesforce.
  2. automatically do this!
    Update Lead
    Update Lead
    Update LeadUpdates a lead.
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More things you can do with Salesforce and Microsoft Dynamics 365 CRM

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

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
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    • History Object
      Required
    Trigger
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    • Salesforce Objects
      Required
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    • Salesforce Object
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    • Record (Optional)
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  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
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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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