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.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!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
- 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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- Create and update SharpSpring leads 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
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