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Microsoft Dynamics 365 CRM + SharpSpring

Microsoft Dynamics 365 CRM + SharpSpring

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.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Account
    Create Account
    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

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    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 SharpSpring
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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