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 new Workamajig companies from leads in Microsoft Dynamics 365 CRM

Effortlessly manage your leads and keep your sales pipeline organized by using this simple automation. When a new lead is captured in Microsoft Dynamics 365 CRM, this workflow will create a corresponding company in Workamajig, ensuring that your database remains up-to-date and accurate. Save time and boost efficiency by streamlining your lead management process with this seamless integration.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Company
    Create Company
    Create CompanyCreates a new company.
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