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Upsales + Microsoft Dynamics 365 CRM Integrations

How to connect Upsales + Microsoft Dynamics 365 CRM

Zapier lets you send info between Upsales and Microsoft Dynamics 365 CRM automatically—no code required.

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Supported triggers and actions

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How Upsales + Microsoft Dynamics 365 CRM Integrations Work

  1. Step 1: Authenticate Upsales and Microsoft Dynamics 365 CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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About Upsales

The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.

Related categories

  • CRM (Customer Relationship Management)
microsoft-dynamics-crm logo
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.

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