Microsoft Dynamics 365 CRM + Salesforce integrations
Create new contacts in Microsoft Dynamics 365 CRM for new records in Salesforce
Streamline your sales workflow with this integration between Salesforce and Microsoft Dynamics 365 CRM. Each time a new record is created in Salesforce, a corresponding new contact will be instantly set up in Microsoft Dynamics 365 CRM. This seamless process ensures better organization, reduced manual tasks, and improved data flow between your sales and CRM tools. Boost your efficiency by keeping all your contact information aligned across platforms.
- When this happens...New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create ContactCreates a new contact.
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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
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
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 from new Microsoft Dynamics 365 CRM leads
- 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
Related Zap Templates
- 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
- Create Salesforce contacts from new Microsoft Dynamics 365 CRM leads
- 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 from new Microsoft Dynamics 365 CRM leads
- Update lead details in Microsoft Dynamics 365 CRM for each new outbound message from Salesforce






