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Microsoft Dynamics 365 CRM + Salesforce

Microsoft Dynamics 365 CRM + Salesforce

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.

  1. When this happens...
    New Record
    New Record
    New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
  2. automatically do this!
    Create Contact
    Create Contact
    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

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
    Try It
    • History Object
      Required
    Trigger
    Polling
    Try It
    • Salesforce Objects
      Required
    Trigger
    Polling
    Try It
    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
    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 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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