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Microsoft Dynamics 365 CRM + SmartSuite

Microsoft Dynamics 365 CRM + SmartSuite

Microsoft Dynamics 365 CRM + SmartSuite integrations

Create records in SmartSuite for new leads in Microsoft Dynamics 365 CRM

Effortlessly maintain up-to-date records with this Microsoft Dynamics 365 CRM and SmartSuite automation. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this workflow creates a corresponding record in SmartSuite, saving you time and ensuring consistency. Keep your sales and customer management processes streamlined, so you can focus on growing your business.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Record
    Create Record
    Create RecordTriggers when new record is created.
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More things you can do with Microsoft Dynamics 365 CRM and SmartSuite

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

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • 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 SmartSuite
SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.
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