Redtail CRM

Redtail CRM + Microsoft Dynamics 365 CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Redtail CRM and Microsoft Dynamics 365 CRM, with as many as 33 possible integrations. Are you ready to find your productivity superpowers?

Premium
Microsoft Dynamics 365 CRM is a Premium integration on Zapier.

It's easy to connect Redtail CRM + Microsoft Dynamics 365 CRM and requires absolutely zero coding experience—the only limit is your own imagination.

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

Triggers when a new activity is created.

Create New Activity

Creates a new activity.

New Contact

Triggers when a new contact is created.

Create New Contact

Creates a new contact.

New Opportunity

Triggers when a new opportunity is created.

Create Lead

Creates a new lead.

New Contact

Triggers when a new contact is created.

Create New Opportunity

Creates a new opportunity.

New Lead

Triggers when a new lead is created.

Create Account

Creates a new account.

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Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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

See Microsoft Dynamics 365 CRM Integrations