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Launch your first automated workflow
Start with a template that brings Microsoft Dynamics 365 CRM and Zoho CRM together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Account" from Microsoft Dynamics 365 CRM.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Microsoft Dynamics 365 CRM and Zoho CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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Practical ways you can use Microsoft Dynamics 365 CRM and Zoho CRM
Log new recruits from Zoho CRM into Microsoft Dynamics.
When a new lead or contact, such as a recruit, is added in Zoho CRM, Zapier automatically creates a matching entry in Microsoft Dynamics 365 CRM. This saves the HR team time and ensures unified data tracking across platforms when onboarding recruits.
HR & Recruiting Ops
Sync updated accounts between Microsoft Dynamics 365 and Zoho CRM.
When an account is updated in Microsoft Dynamics 365 CRM, Zapier will automatically update the relevant account in Zoho CRM. This avoids discrepancies between the two systems and ensures seamless data accuracy when managing both platforms.
ITLearn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about Microsoft Dynamics 365 CRM + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Dynamics 365 CRM and Zoho CRM
How can I start integrating Microsoft Dynamics 365 CRM with Zoho CRM?
To start integrating Microsoft Dynamics 365 CRM with Zoho CRM, you'll first need to connect both accounts to our platform. Once connected, you can create automated workflows by setting up triggers in Microsoft Dynamics that prompt corresponding actions in Zoho CRM.
What are some common triggers in Microsoft Dynamics 365 that I can use for integration?
Common triggers in Microsoft Dynamics 365 include the creation of a new contact, updating an existing lead, or closing a deal. These events can be set up to automatically initiate actions in Zoho CRM, such as creating a new record or updating customer information.
Can I map fields between Microsoft Dynamics 365 and Zoho CRM?
Yes, during the integration setup process, our platform allows you to map fields between the two CRMs. This ensures that all necessary data is transferred accurately according to your business requirements.
Is it possible to synchronize data bi-directionally between the two CRMs?
Yes, you can set up bi-directional sync between Microsoft Dynamics 365 and Zoho CRM. This means changes made in one system will automatically be reflected in the other, keeping your data consistent across platforms.
How do I handle duplicate records when integrating these CRMs?
To manage duplicates when integrating these CRMs, we recommend enabling duplicate detection settings during the setup. This feature will alert you of potential duplicates so you can resolve them before they are synced across systems.
What security measures are in place for integration?
We prioritize security by using encrypted connections and robust authentication protocols during the integration process. Both Microsoft Dynamics 365 and Zoho CRM require API keys or OAuth tokens to establish secure connections.
Are there any limitations on the types of data that can be integrated between these platforms?
Generally, most standard and custom fields can be integrated between Microsoft Dynamics 365 and Zoho CRM. However, there might be some restrictions on complex field types or very large data sets due to API limitations from either platform.
