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Microsoft Dynamics 365 CRM + Zoho Connect

Create tasks in Zoho Connect for new leads in Microsoft Dynamics 365 CRM

Effortlessly manage your leads and tasks with this workflow that connects Microsoft Dynamics 365 CRM and Zoho Connect. When a new lead is added in Dynamics 365 CRM, a corresponding task is created in Zoho Connect, ensuring your team is always up-to-date on potential opportunities. Streamline your sales process and improve collaboration with this seamless automation.

Effortlessly manage your leads and tasks with this workflow that connects Microsoft Dynamics 365 CRM and Zoho Connect. When a new lead is added in Dynamics 365 CRM, a corresponding task is created in Zoho Connect, ensuring your team is always up-to-date on potential opportunities. Streamline your sales process and improve collaboration with this seamless automation.

  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!
    Zoho ConnectZoho Connect
    Create Task in Board

    Adds a new task in a specific board.

    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
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    Contact Updated

    Triggers when a contact has been updated.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Case/Incident

    Triggers when a new case/incident is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It

    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    Case/Incident Updated

    Triggers when a case/incident has been updated.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    Lead Updated

    Triggers when a lead has been updated.

    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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zoho-connect logo

About Zoho Connect

From ideas to execution, Zoho Connect is your organization's private social network that redefines the way your employees and teams share information and collaborate with each other.
Learn moreHelp

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