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Microsoft Dynamics 365 CRM + Smartsheet Integrations

How to connect Microsoft Dynamics 365 CRM + Smartsheet

Zapier lets you send info between Microsoft Dynamics 365 CRM and Smartsheet automatically—no code required.

When this happens...
Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
Contact Updated

Triggers when a contact has been updated.

automatically do this!
SmartsheetSmartsheet
Add Attachment to Row

Adds a file attachment to a row.

Supported triggers and actions

What does this mean?

How Microsoft Dynamics 365 CRM + Smartsheet Integrations Work

  1. Step 1: Authenticate Microsoft Dynamics 365 CRM + Smartsheet.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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smartsheet logo
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About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

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