Freshsales Classic + Microsoft Dynamics 365 CRM
Create Freshsales Classic accounts from new Microsoft Dynamics 365 CRM contacts
Effortlessly maintain your sales and CRM records in sync with this powerful automation. When you add a new contact in Microsoft Dynamics 365 CRM, this workflow will create an account in Freshsales Classic, keeping your data updated and ensuring a seamless sales process. Say goodbye to manual data entry and focus on what truly matters – building strong customer relationships.
Effortlessly maintain your sales and CRM records in sync with this powerful automation. When you add a new contact in Microsoft Dynamics 365 CRM, this workflow will create an account in Freshsales Classic, keeping your data updated and ensuring a seamless sales process. Say goodbye to manual data entry and focus on what truly matters – building strong customer relationships.
- When this happens...
New ContactTriggers when a new contact is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create AccountCreates a new account.
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInfo
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Owner
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Case/IncidentRequired
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundUpdate ByRequired
Enter Email / Contact IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Email / Lead IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Value 1
Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Contact ID / Email ID / Phone NORequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Email / Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Email / Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
First Name
Last Name
Email
Mobile Number
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOwner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Custom Entity ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Company Name
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Company Name
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdate ByRequired
Enter Name / Deal IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Name / Account IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email
Mobile Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last NameRequired
Company Name
Email
Mobile Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete ByRequired
Enter Email / Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Name / Account IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Name / Deal IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind ByRequired
Email / Phone NORequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind ByRequired
Email / Phone NORequired
First Name
Last NameRequired
Company Name
Email
Mobile Number
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Freshsales Classic
Related categories
About Microsoft Dynamics 365 CRM
Related categories
Related Zap Templates
- Create new Freshsales Classic leads from Microsoft Dynamics 365 CRM contacts
- Create or update Freshsales Classic contacts for new contacts in Microsoft Dynamics 365 CRM
- Create new Freshsales Classic leads from Microsoft Dynamics 365 CRM leads
- Create notes in Freshsales Classic for new contacts in Microsoft Dynamics 365 CRM
- Create Freshsales Classic deals for new Microsoft Dynamics 365 CRM leads
- Update Freshsales Classic contacts when Microsoft Dynamics 365 CRM contacts are updated
- Update Freshsales Classic contacts when new contacts are added in Microsoft Dynamics 365 CRM
- Convert new Microsoft Dynamics 365 CRM contacts into leads in Freshsales Classic
- Create deals in Freshsales Classic for new contacts in Microsoft Dynamics 365 CRM
- Update Freshsales Classic contacts when new leads appear in Microsoft Dynamics 365 CRM
- Create Freshsales Classic contacts from new Microsoft Dynamics 365 CRM contacts
- Create Freshsales Classic leads from new Microsoft Dynamics 365 CRM contacts
- Create or update Freshsales Classic contacts for new Microsoft Dynamics 365 CRM leads
- Create notes in Freshsales Classic for new leads in Microsoft Dynamics 365 CRM
- Update Freshsales Classic contacts when Microsoft Dynamics 365 CRM contacts are updated
- Update Freshsales Classic accounts when Microsoft Dynamics 365 CRM contacts are updated
Related Zap Templates
- Create new Freshsales Classic leads from Microsoft Dynamics 365 CRM contacts
- Create notes in Freshsales Classic for new contacts in Microsoft Dynamics 365 CRM
- Update Freshsales Classic contacts when new contacts are added in Microsoft Dynamics 365 CRM
- Update Freshsales Classic contacts when new leads appear in Microsoft Dynamics 365 CRM
- Create or update Freshsales Classic contacts for new Microsoft Dynamics 365 CRM leads
- Create or update Freshsales Classic contacts for new contacts in Microsoft Dynamics 365 CRM
- Create Freshsales Classic deals for new Microsoft Dynamics 365 CRM leads
- Convert new Microsoft Dynamics 365 CRM contacts into leads in Freshsales Classic
- Create Freshsales Classic contacts from new Microsoft Dynamics 365 CRM contacts
- Create notes in Freshsales Classic for new leads in Microsoft Dynamics 365 CRM
- Create new Freshsales Classic leads from Microsoft Dynamics 365 CRM leads
- Update Freshsales Classic contacts when Microsoft Dynamics 365 CRM contacts are updated
- Create deals in Freshsales Classic for new contacts in Microsoft Dynamics 365 CRM
- Create Freshsales Classic leads from new Microsoft Dynamics 365 CRM contacts
- Update Freshsales Classic contacts when Microsoft Dynamics 365 CRM contacts are updated