Microsoft Dynamics 365 CRM + Smartsheet integrations
Update Smartsheet with new sheets when contacts are updated in Microsoft Dynamics 365 CRM
Efficiently maintain your Smartsheet records with this streamlined workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, it will trigger an update for the corresponding contact in Smartsheet. Simplify your organization process and ensure crucial information is consistently available across both platforms, eliminating the need for manual work.
- When this happens...Updated ContactTriggers when a contact is updated.
- automatically do this!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
- 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
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- Update Smartsheet rows when contacts are updated in Microsoft Dynamics 365 CRM
- Create rows in Smartsheet for new Microsoft Dynamics 365 CRM contacts
- Create discussions in Smartsheet rows for new leads in Microsoft Dynamics 365 CRM
- Create new Smartsheet sheets from existing ones for new Microsoft Dynamics 365 CRM contacts
- Create new Smartsheet rows for new Microsoft Dynamics 365 CRM leads
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