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Microsoft Dynamics 365 CRM + Salesforce

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.

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...
    SalesforceSalesforce
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    TriggerInstant
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Update Lead

    Updates a lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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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.
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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