Microsoft Dynamics CRM (For use with Dynamics version 8)

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

In a matter of minutes and without a single line of code, Zapier allows you to connect Microsoft Dynamics CRM (For use with Dynamics version 8) and Klipfolio, with as many as 12 possible integrations. Are you ready to find your productivity superpowers?

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Microsoft Dynamics CRM (For use with Dynamics version 8) is a Premium integration on Zapier.

It's easy to connect Microsoft Dynamics CRM (For use with Dynamics version 8) + Klipfolio and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Contact

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

Create Contact

Creates a new contact.

New Opportunity

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

Create Lead

Creates a new lead.

New Lead

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

Update Data Source

Replace data in a data source in Klipfolio.

New Account

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

Add to Data Source

Add data to a data source in Klipfolio.

Refresh Data Source

Refresh a data source in Klipfolio.

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

Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.

See Klipfolio Integrations