Microsoft Dynamics 365 CRM + SharpSpring

Update SharpSpring leads when Microsoft Dynamics 365 CRM contacts are updated

Keep your sales process up to date by seamlessly connecting Microsoft Dynamics 365 CRM and SharpSpring. With this workflow, whenever a contact is updated in Microsoft Dynamics 365 CRM, a lead will be created or updated in SharpSpring. This automation ensures your marketing and sales teams are always in sync, streamlining your lead management process.

Keep your sales process up to date by seamlessly connecting Microsoft Dynamics 365 CRM and SharpSpring. With this workflow, whenever a contact is updated in Microsoft Dynamics 365 CRM, a lead will be created or updated in SharpSpring. This automation ensures your marketing and sales teams are always in sync, streamlining your lead management process.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Updated Contact

    Triggers when a contact is updated.

    TriggerPolling
  2. automatically do this!
    SharpSpringSharpSpring
    Create/Update Lead

    Create a Lead in SharpSpring or update by email address.

    ActionWrite
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Supported triggers and actions

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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sharpspring logo
sharpspring logo

About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.
Learn more

Related categories

  • Marketing Automation

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