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Microsoft Dynamics 365 CRM + SharpSpring

Microsoft Dynamics 365 CRM + SharpSpring

Microsoft Dynamics 365 CRM + SharpSpring integrations

Create and update opportunities in SharpSpring from new Microsoft Dynamics 365 CRM contacts

Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM and SharpSpring. This time-saving workflow initiates when a new contact is added in Microsoft Dynamics 365 CRM, subsequently creating or updating an opportunity in SharpSpring. Seamlessly nurture leads and track your progress with this powerful automation.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create/Update Opportunity
    Create/Update Opportunity
    Create/Update OpportunityCreate or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
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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
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    • 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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