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Microsoft Dynamics 365 CRM + Zendesk Sell

Create Zendesk Sell companies from new Microsoft Dynamics 365 CRM contacts

Effortlessly maintain organized customer information with this automation workflow between Microsoft Dynamics 365 CRM and Zendesk Sell. When you add a new contact in Dynamics 365 CRM, it will create a company in Zendesk Sell, saving you time and ensuring consistent data across both platforms. Focus on nurturing your business relationships without worrying about manual data entry.

Effortlessly maintain organized customer information with this automation workflow between Microsoft Dynamics 365 CRM and Zendesk Sell. When you add a new contact in Dynamics 365 CRM, it will create a company in Zendesk Sell, saving you time and ensuring consistent data across both platforms. Focus on nurturing your business relationships without worrying about manual data entry.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    Zendesk SellZendesk Sell
    Create Company

    Creates a new company.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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zendesk-sell logo

About Zendesk Sell

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

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