Skip to content
Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo
Workboard logoWorkboard logo
Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo
Workboard logoWorkboard logo

Microsoft Dynamics 365 CRM + Workboard

Microsoft Dynamics 365 CRM + Workboard

Microsoft Dynamics 365 CRM + Workboard integrations

Update Workboard action items when Microsoft Dynamics 365 CRM contacts are modified

Keep your Workboard action items up-to-date with this seamless workflow between Microsoft Dynamics 365 CRM and Workboard. Each time a contact is updated in Dynamics 365 CRM, an action item is created in Workboard, ensuring you stay organized and never miss important updates or tasks related to your contacts. Streamline your process and increase efficiency with this automated solution.

  1. When this happens...
    Updated Contact
    Updated Contact
    Updated ContactTriggers when a contact is updated.
  2. automatically do this!
    Create Action Item
    Create Action Item
    Create Action ItemCreate an action item in Workboard
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 Workboard

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

  • 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
workboard logo
About Workboard
Workboard is the team performance app managers choose for themselves: goals, priorities, actions, reports and feedback aligned in one easy app.
Related categories

Related Zap Templates

 

    Â