Agile CRM + Microsoft Dynamics 365 CRM Integration

Connect Agile CRM to Microsoft Dynamics 365 CRM in 1 click

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1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
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2.

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Ready Workflows Ready Workflows   for Agile CRM + Microsoft Dynamics 365 CRM Integration

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Most popular automationsmost-popular-automations
Agile CRM + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Agile CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Agile CRM - Microsoft Dynamics 365 CRM integration, anytime a new Agile CRM contact is created, an Microsoft Dynamics 365 CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Automations

Top 10 Most Popular Agile CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact

Top 10 Most Popular Microsoft Dynamics 365 CRM Automations from
Integrately Community

Most popularmost-popular-automations
01
Microsoft Dynamics 365 CRM logo
WebinarJam logo
Create WebinarJam registrant for new Microsoft Dynamics 365 CRM contact
02
Microsoft Dynamics 365 CRM logo
Clientify logo
Create Clientify contact for new Microsoft Dynamics 365 CRM contact
03
WordPress logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new WordPress user
04
Quickblog logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new Quickblog user
05
Microsoft Dynamics 365 CRM logo
WordPress logo
Create WordPress user for new Microsoft Dynamics 365 CRM contact
cloud
Microsoft Dynamics 365 CRM
app integration
06
Microsoft Dynamics 365 CRM logo
SureCart logo
Create SureCart contact for new Microsoft Dynamics 365 CRM contact
07
Microsoft Dynamics 365 CRM logo
Shoprocket logo
Create Shoprocket customer for new Microsoft Dynamics 365 CRM contact
08
sevDesk logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new sevDesk contact
09
Microsoft Dynamics 365 CRM logo
Publit.io logo
Create Publit.io folder for new Microsoft Dynamics 365 CRM contact
10
Shoprocket logo
Microsoft Dynamics 365 CRM logo
Update Microsoft Dynamics 365 CRM contact from updated Shoprocket customer
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1
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2
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Want to automate something else in your workflow?

You Can Also Connect Agile CRM or Microsoft Dynamics 365 CRM With 1400+ Other Apps

Agile CRM
Agile CRM
Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM is a powerful, integrated suite of business applications. From sales to service, finance to operations, it combines all aspects of your business, enabling you to deliver superior customer experiences.