Connect Confluence Cloud and Microsoft Dynamics 365 CRM to unlock the power of automation
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Set up your first integration
Quickly connect Confluence Cloud to Microsoft Dynamics 365 CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Confluence Cloud with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Page or Blog Post" from Confluence Cloud.
Add your action
An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.
You’re connected!
Zapier seamlessly connects Confluence Cloud and Microsoft Dynamics 365 CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- SiteRequired
- Space
- Type
Try ItTriggerPolling- SiteRequired
- SpaceRequired
- TypeRequired
- TitleRequired
- BodyRequired
- Parent Page
ActionWrite- SiteRequired
- Specific Content ID
- ExplainIgnoredWithContent
- Space
- Type
- Search phrase
ActionSearch- New Account
Triggers when a new account is created.
Try ItTriggerPolling
- SiteRequired
- SpaceRequired
Try ItTriggerPolling- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- SiteRequired
- Specific Content ID
- ExplainIgnoredWithContent
- SpaceRequired
- TypeRequired
- Search phrase
- TitleRequired
- BodyRequired
- Parent Page
ActionSearch or write
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Connect Confluence Cloud and Microsoft Dynamics 365 CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Frequently Asked Questions about Confluence Cloud + Microsoft Dynamics 365 CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Confluence Cloud and Microsoft Dynamics 365 CRM
How can I connect Confluence Cloud with Microsoft Dynamics 365 CRM?
You can connect Confluence Cloud with Microsoft Dynamics 365 CRM using our platform by creating a zap. This zap will enable you to automate workflows by setting specific triggers and actions, such as updating records in Dynamics when new content is added in Confluence.
What triggers are available for Confluence Cloud in the integration with Dynamics 365?
For integrating Confluence Cloud, you can set triggers like when new content is added or updated in a specific space or page. These triggers allow actions within Microsoft Dynamics, such as updating customer records or creating notifications.
Can I create tasks in Dynamics 365 from new pages in Confluence?
Yes, you can create tasks automatically in Dynamics 365 when a new page is created in Confluence. This is achieved by setting up a trigger for new page creation and an action that adds a corresponding task in CRM.
Are there any actions specific to Microsoft Dynamics 365 CRM within the integration?
Within the integration, you can perform actions like creating or updating records, adding notes to existing entities, and managing tasks based on changes triggered from Confluence Cloud activities.
How do I handle synchronization issues between Confluence and Dynamics 365?
To address synchronization issues between the two platforms, ensure that your triggers and actions are correctly configured. We recommend checking the zap history for errors and adjusting settings accordingly. Continuous updates on both platforms help mitigate sync problems.
Is it possible to update a customer record in Dynamics when a document is published on Confluence?
Yes, by setting up a trigger for document publication on Confluence, you can automatically update relevant customer records in Microsoft Dynamics 365 CRM with this integration setup.
What should I do if my zap isn't triggering as expected between these two platforms?
If your zap isn't triggering correctly, first verify that the trigger conditions set for Confluence are met. Ensure that all necessary permissions are granted and check connectivity status between both applications within our platform.
