Loading

Microsoft Dynamics 365 CRM + Smartsheet

Update Smartsheet discussions when Microsoft Dynamics 365 CRM contacts are updated

Keep your team informed about updates in Microsoft Dynamics 365 CRM contacts by automatically adding a discussion to a Smartsheet row. With this workflow, every time a contact is updated in Dynamics 365, a new discussion will be added to the specified Smartsheet row, ensuring that important information is shared with your team in a timely manner. Stay organized and efficient with this simple automation that streamlines communication between your CRM contacts and Smartsheet.

Keep your team informed about updates in Microsoft Dynamics 365 CRM contacts by automatically adding a discussion to a Smartsheet row. With this workflow, every time a contact is updated in Dynamics 365, a new discussion will be added to the specified Smartsheet row, ensuring that important information is shared with your team in a timely manner. Stay organized and efficient with this simple automation that streamlines communication between your CRM contacts and Smartsheet.

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

    Triggers when a contact has been updated.

    TriggerScheduled
  2. automatically do this!
    SmartsheetSmartsheet
    Add Discussion to Row

    Adds discussion to row.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

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

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

Similar apps

Pipedrive integrationsPipedrive integrations

Pipedrive

CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
smartsheet logo
smartsheet logo

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.

Related categories

Similar apps

MySQL integrationsMySQL integrations

MySQL

Databases
Zoho Creator integrationsZoho Creator integrations

Zoho Creator

App Builder, Zoho
Knack integrationsKnack integrations

Knack

Databases