Skip to content
Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo
Workamajig logoWorkamajig logo
Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo
Workamajig logoWorkamajig logo

Microsoft Dynamics 365 CRM + Workamajig

Microsoft Dynamics 365 CRM + Workamajig

Microsoft Dynamics 365 CRM + Workamajig integrations

Create opportunities in Workamajig when contacts are updated in Microsoft Dynamics 365 CRM

Keep your sales pipeline up-to-date with this seamless workflow between Microsoft Dynamics 365 CRM and Workamajig. When a contact is updated in Dynamics 365 CRM, this automation immediately creates a new opportunity in Workamajig, ensuring your team stays informed and can quickly act on potential deals. Save time and boost your sales efficiency with this streamlined process.

  1. When this happens...
    Updated Contact
    Updated Contact
    Updated ContactTriggers when a contact is updated.
  2. automatically do this!
    Create Opportunity
    Create Opportunity
    Create OpportunityCreates a new opportunity.
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with Microsoft Dynamics 365 CRM and Workamajig

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

  • 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
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.
Related categories
Similar apps
Pipedrive integrationsPipedrive integrations
Pipedrive
CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations
Insightly
CRM (Customer Relationship Management)
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
workamajig logo
About Workamajig
Workamajig Creative Manager now allows you to add contacts, companies, opportunities and activities to the CRM module.
Related categories

Related Zap Templates