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Connect Microsoft Dynamics 365 CRM and Zoho CRM to power AI-driven automation

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Start with a template that brings Microsoft Dynamics 365 CRM and Zoho CRM together. Build enterprise-grade automation in minutes.

Our most popular template

Create contacts in Microsoft Dynamics 365 CRM for new or updated contacts in Zoho CRM
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Zoho CRM + Microsoft Dynamics 365 CRM
Add tags to new Microsoft Dynamics 365 CRM leads in Zoho CRM
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Microsoft Dynamics 365 CRM + Zoho CRM
Update Zoho CRM tags when contacts are modified in Microsoft Dynamics 365 CRM
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Microsoft Dynamics 365 CRM + Zoho CRM
Update Zoho CRM module entries when new leads are added in Microsoft Dynamics 365 CRM
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Microsoft Dynamics 365 CRM + Zoho CRM
Update Zoho CRM module entries with new Microsoft Dynamics 365 CRM contacts
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Microsoft Dynamics 365 CRM + Zoho CRM
Create Zoho CRM module entries for new Microsoft Dynamics 365 CRM leads
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Microsoft Dynamics 365 CRM + Zoho CRM

Create contacts in Microsoft Dynamics 365 CRM for new or updated contacts in Zoho CRM

Zoho CRM + Microsoft Dynamics 365 CRM

Add tags to new Microsoft Dynamics 365 CRM leads in Zoho CRM

Microsoft Dynamics 365 CRM + Zoho CRM

Update Zoho CRM tags when contacts are modified in Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM + Zoho CRM

Update Zoho CRM module entries when new leads are added in Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM + Zoho CRM

Update Zoho CRM module entries with new Microsoft Dynamics 365 CRM contacts

Microsoft Dynamics 365 CRM + Zoho CRM

Create Zoho CRM module entries for new Microsoft Dynamics 365 CRM leads

Microsoft Dynamics 365 CRM + Zoho CRM

Update Zoho CRM module entries when Microsoft Dynamics 365 CRM contacts are updated
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Microsoft Dynamics 365 CRM + Zoho CRM
Create/update Zoho CRM module entries for new Microsoft Dynamics 365 CRM leads
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Microsoft Dynamics 365 CRM + Zoho CRM

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
- Owner
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

For AI agents & developers

Use Microsoft Dynamics 365 CRM and Zoho CRM with AI agents and code

Beyond Zap workflows. Call Microsoft Dynamics 365 CRM and Zoho CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Microsoft Dynamics 365 CRM and Zoho CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Account
Add Attachment

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Microsoft Dynamics 365 CRM and Zoho CRM actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* microsoft-dynamics-crm / zoho-crm action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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.

IT

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

Learn how to automate Zoho CRM on the Zapier blog

Make work flow with AI

Level up your Microsoft Dynamics 365 CRM to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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.

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn moreLearn moreHelpHelp

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

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