Loading

Microsoft Dynamics 365 CRM + Spiro

Add new Microsoft Dynamics Leads to Spiro as Opportunities

Whether you're using both apps in tandem or migrating from Dynamics into Spiro, set up this automation and you won't have to worry about missing leads or entering them manually. It will trigger with each new lead you add into Dynamics, it automatically adds a new opportunity, contact and company information into Spiro

Whether you're using both apps in tandem or migrating from Dynamics into Spiro, set up this automation and you won't have to worry about missing leads or entering them manually. It will trigger with each new lead you add into Dynamics, it automatically adds a new opportunity, contact and company information into Spiro

  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!
    SpiroSpiro
    Create Opportunity (Contact)

    Creates new opportunity from a contact.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
microsoft-dynamics-crm logo
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.
Help

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

Similar apps

Pipedrive integrationsPipedrive integrations

Pipedrive

CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
spiro logo
spiro logo

About Spiro

Spiro is an AI-Powered CRM that learns your sales process to increase effectiveness and deliver more accurate business insights.

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier