Freshsales Suite + Microsoft Dynamics 365 CRM

Create leads in Microsoft Dynamics 365 CRM from new contacts in Freshsales Suite

Easily keep your sales funnel organized with this efficient workflow. When a new contact is added in Freshsales Suite, a lead will be created in Microsoft Dynamics 365 CRM. Streamline your sales process and ensure no potential client is left behind with this seamless automation.

Easily keep your sales funnel organized with this efficient workflow. When a new contact is added in Freshsales Suite, a lead will be created in Microsoft Dynamics 365 CRM. Streamline your sales process and ensure no potential client is left behind with this seamless automation.

  1. When this happens...
    Freshsales SuiteFreshsales Suite
    Contact Updated

    Triggers when a contact is updated and retrieves 1,000 records in a single polling.

    TriggerPolling
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

    • Filter NameRequired

    • Include Contact Details

    Trigger
    Polling
    Try It
    • Filter NameRequired

    Trigger
    Polling
    Try It
    • Filter NameRequired

    Trigger
    Polling
    Try It
    • Select ModuleRequired

    • Unique IdentifierRequired

    • File NameRequired

    • File PathRequired

    • Share with team

    Action
    Write
freshsales-suite logo
freshsales-suite logo

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Related categories

  • CRM (Customer Relationship Management)

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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.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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