Microsoft Dynamics 365 CRM + SharpSpring integrations
Create SharpSpring accounts for new Microsoft Dynamics 365 CRM leads
Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM to SharpSpring. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, an account will be created in SharpSpring. This seamless automation helps you keep track of your leads and ensures consistent data across both platforms, saving you time and reducing manual errors.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!Create AccountCreate an Account in SharpSpring.
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More things you can do with Microsoft Dynamics 365 CRM and SharpSpring
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and SharpSpring
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.
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Related Zap Templates
- Create new SharpSpring accounts from Microsoft Dynamics 365 CRM new accounts
- Create new SharpSpring accounts from new Microsoft Dynamics 365 CRM contacts
- Update SharpSpring leads when Microsoft Dynamics 365 CRM contacts are updated
- Create and update SharpSpring leads from new Microsoft Dynamics 365 CRM contacts
- Create and update opportunities in SharpSpring from new Microsoft Dynamics 365 CRM contacts
- Create or update SharpSpring leads from new Microsoft Dynamics 365 CRM leads
- Update SharpSpring opportunities when contacts are updated in Microsoft Dynamics 365 CRM
- Create custom entities in Microsoft Dynamics 365 CRM for new page visit events in SharpSpring
- Create custom entities in Microsoft Dynamics 365 CRM from new email open events in SharpSpring






