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Microsoft Dynamics 365 CRM + Smartsheet

Microsoft Dynamics 365 CRM + Smartsheet

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.

  1. When this happens...
    Updated Contact
    Updated Contact
    Updated ContactTriggers when a contact is updated.
  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
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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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