Microsoft Dynamics 365 CRM + monday.com

Create new Microsoft Dynamics 365 CRM accounts when specific column values change in monday.com boards

Stay on top of your lead management by enabling this workflow. When a value changes in a specific column within your monday.com board, a new account will be created in Microsoft Dynamics 365 CRM. No longer will you need to manually transfer information between the two systems, this automation takes care of the detailed work, helping you maintain accurate CRM records while focusing on what matters most - your leads and customers.

Stay on top of your lead management by enabling this workflow. When a value changes in a specific column within your monday.com board, a new account will be created in Microsoft Dynamics 365 CRM. No longer will you need to manually transfer information between the two systems, this automation takes care of the detailed work, helping you maintain accurate CRM records while focusing on what matters most - your leads and customers.

  1. When this happens...
    monday.commonday.com
    Specific Column Value Changed in Board

    Triggers when a specific column's value changes in the selected board.

    TriggerInstant
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Account

    Creates a new account.

    ActionWrite
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Supported triggers and actions

    • Item Created In Board Copy

    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
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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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monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Learn more

Related categories

  • Project Management

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