Microsoft Dynamics CRM (For use with Dynamics version 8)

Microsoft Dynamics CRM (For use with Dynamics version 8) Integrations

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

Microsoft Dynamics CRM (For use with Dynamics version 8) Integration Details
Premium

Launched on Zapier August 13, 2012

Getting leads to your team right away can be the difference between a key sale and losing out to a competitor. Zapier will support your Microsoft Dynamics CRM account—and your sales team—by automatically updating your leads and keeping your team informed of any new opportunities.

Here are some creative ways to use Microsoft Dynamics CRM with Zapier:

  • Keep your customer information updated. Add new FullContact business cards to Microsoft Dynamics CRM as contacts.
  • Make sure your sales and marketing teams know about any new opportunities. Send emails via Mandrill or SendGrid when new leads are created within your Microsoft Dynamics CRM instance.
  • You've spent a lot of time and money on your most recent campaign. Make sure your leads get to the right person instantly when you use Zapier to add leads from Facebook Lead Ads to your Microsoft Dynamics CRM instance.

Zapier combines Triggers (like "New Contact") and Actions (like "Create Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Microsoft Dynamics CRM (For use with Dynamics version 8) Triggers, Searches, and Actions are supported by Zapier:

New Contact

Triggered when a new contact is created within your Dynamics CRM instance.

New Opportunity

Triggered when a new opportunity is created within your Dynamics CRM instance.

New Lead

Triggered when a new lead is created within your Dynamics CRM instance.

New Account

Triggered when a new account is created within your Dynamics CRM instance.

Create Contact

Creates a new contact.

Create Lead

Creates a new lead.

Update Lead

Updates any fields with data on the specified lead.

Create Account

Creates a new account.

Find Contact

Finds an existing contact.

Find Lead

Finds an existing lead.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

Dynamics CRM is a leading customer resource management and enterprise resource planning software.