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Connect Microsoft Dynamics 365 CRM to Unbiased Pro and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
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Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with Unbiased Pro - no code necessary. See how you can get setup in minutes.

Select a trigger from Microsoft Dynamics 365 CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Microsoft Dynamics 365 CRM, a trigger could be "New Account."
A trigger is the event that kicks off your automated workflow.

Setup an action from Unbiased Pro

An action is what takes place after the automation is triggered.
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Microsoft Dynamics 365 CRM to Unbiased Pro

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Triggers and actions are the main components of every automated workflow.

Connect Microsoft Dynamics 365 CRM and Unbiased Pro 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.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect Microsoft Dynamics 365 CRM and Unbiased Pro to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

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.

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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.
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    About Unbiased Pro
    Unbiased Pro is a UK growth platform for financial advisers, mortgage brokers, and accountants.
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