Wrike + Microsoft Dynamics 365 CRM Integrations

How to connect Wrike + Microsoft Dynamics 365 CRM

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

When this happens...

New Folder

Triggered when a new folder is created.

automatically do this!

Create Account

Creates a new account.

Supported triggers and actions

What does this mean?

New Folder
Triggered when a new folder is created.
Trigger
Scheduled
New Task
Triggered when a new task is created.
Trigger
Scheduled
Create Comment
Create a new comment.
Action
Write
Create Folder
Create a new folder.
Action
Write
Create Task
Create a new task.
Action
Write

Create Time Entry
Create a new time entry.
Action
Write
New Account
Triggers when a new account is created.
Trigger
Scheduled

New Contact
Triggers when a new contact is created.
Trigger
Scheduled

Microsoft Dynamics 365 CRM
Triggers when a contact has been updated.
Scheduled
Trigger
Microsoft Dynamics 365 CRM
Triggers when a new lead is created.
Scheduled
Trigger
Microsoft Dynamics 365 CRM
Triggers when a lead has been updated.
Scheduled
Trigger
Microsoft Dynamics 365 CRM
Triggers when a new opportunity is created.
Scheduled
Trigger
Microsoft Dynamics 365 CRM
Triggers when an opportunity has been updated.
Scheduled
Trigger
Microsoft Dynamics 365 CRM
Creates a new account.
Scheduled
Action
Microsoft Dynamics 365 CRM
Creates a new contact.
Scheduled
Action
Microsoft Dynamics 365 CRM
Creates a new lead.
Scheduled
Action
Microsoft Dynamics 365 CRM
Updates an account.
Scheduled
Action
Microsoft Dynamics 365 CRM
Updates a contact.
Scheduled
Action
Microsoft Dynamics 365 CRM
Updates a lead.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds an account by name.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds a contact by email address or other searchable field.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds a lead by email address or other searchable field.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds an opportunity by subject or other searchable field
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds an account by name.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds a contact by email address or other searchable field.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds a lead by email address or other searchable field.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds an opportunity by subject or other searchable field
Scheduled
Action

How Wrike + Microsoft Dynamics 365 CRM Integrations Work

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

Connect apps

Connect Wrike + Microsoft Dynamics 365 CRM

About Wrike

Wrike is a flexible project management and collaboration platform that enables you to organize your projects, tasks, plans and discussions. It helps you sync your team’s efforts and track your work progress in real time.