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Microsoft Dynamics 365 CRM + Smartsheet

Microsoft Dynamics 365 CRM + Smartsheet

Microsoft Dynamics 365 CRM + Smartsheet integrations

Create new Smartsheet sheets from existing ones for new Microsoft Dynamics 365 CRM contacts

Keep your Smartsheet updated with contact information from Microsoft Dynamics 365 CRM effortlessly. Once set up, this workflow will create a new entry in your existing Smartsheet sheet every time a new contact is added in Microsoft Dynamics 365 CRM. This ensures that your contact data remains current and easy to access, maximizing efficiency and saving time.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Sheet From Existing Sheet
    Create Sheet From Existing Sheet
    Create Sheet From Existing SheetCreate a new sheet from an existing sheet.
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More things you can do with Microsoft Dynamics 365 CRM and Smartsheet

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Smartsheet

  • 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
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    • 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 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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