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Microsoft Dynamics 365 CRM + Zendesk Sell

Create Zendesk Sell companies from new Microsoft Dynamics 365 CRM leads

Effortlessly streamline your sales process with this powerful workflow that connects Microsoft Dynamics 365 CRM and Zendesk Sell. When a new lead is created in Microsoft Dynamics 365 CRM, this automation will instantly create a company in Zendesk Sell, ensuring your team stays organized and up-to-date on potential clients. Save time and increase efficiency by seamlessly managing your leads and contacts across both platforms.

Effortlessly streamline your sales process with this powerful workflow that connects Microsoft Dynamics 365 CRM and Zendesk Sell. When a new lead is created in Microsoft Dynamics 365 CRM, this automation will instantly create a company in Zendesk Sell, ensuring your team stays organized and up-to-date on potential clients. Save time and increase efficiency by seamlessly managing your leads and contacts across both platforms.

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

    Triggers when a new lead 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
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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