When Contact is created in Microsoft Dynamics 365 CRM > Check any condition > Create a record in AppSheet
Microsoft Dynamics 365 CRM + AppSheet Integration
Microsoft Dynamics 365 CRM + AppSheet Integration
Integrate AppSheet to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Capture submissions, create leads and contacts, update accounts, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Contact is updated in Microsoft Dynamics 365 CRM- Sales order is created in Microsoft Dynamics 365 CRM
- Contact is created in Microsoft Dynamics 365 CRM
- Account is created in Microsoft Dynamics 365 CRM
- Account is updated in Microsoft Dynamics 365 CRM
- Opportunity is created in Microsoft Dynamics 365 CRM
- Opportunity is updated in Microsoft Dynamics 365 CRM
- Case is created in Microsoft Dynamics 365 CRM
- Case is updated in Microsoft Dynamics 365 CRM
- Lead is created in Microsoft Dynamics 365 CRM
- Lead is updated in Microsoft Dynamics 365 CRM
- Quote is updated in Microsoft Dynamics 365 CRM
Configure webhook in AppSheet Instant
2.
- Get marketing list members in Microsoft Dynamics 365 CRM
- Get contact by Id in Microsoft Dynamics 365 CRM
- Search marketing list by name in Microsoft Dynamics 365 CRM
- Create lead in Microsoft Dynamics 365 CRM
- Update lead in Microsoft Dynamics 365 CRM
- Search lead in Microsoft Dynamics 365 CRM
- Create contact in Microsoft Dynamics 365 CRM
- Update contact in Microsoft Dynamics 365 CRM
- Create account in Microsoft Dynamics 365 CRM
- Search account in Microsoft Dynamics 365 CRM
- Update account in Microsoft Dynamics 365 CRM
- Search contact in Microsoft Dynamics 365 CRM
- Search Currency in Microsoft Dynamics 365 CRM
- Create case in Microsoft Dynamics 365 CRM
- Update case in Microsoft Dynamics 365 CRM
- Search case in Microsoft Dynamics 365 CRM
- Get account by ID in Microsoft Dynamics 365 CRM
- Create record in AppSheet
- Invoke action in AppSheet
- Update record in AppSheet
- Search record in AppSheet
- Delete record in AppSheet
Trusted by experts at...
Ready Workflows for AppSheet + Microsoft Dynamics 365 CRM Integration
Create leads, update contact records, sync account details, alert your team, and trigger follow-ups, all in just one click.
Most popular automations
When Lead is created in Microsoft Dynamics 365 CRM > Check any condition > Create a record in AppSheet
Microsoft Dynamics 365 CRM + AppSheet Integration
Create AppSheet record for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM and AppSheet are both powerful tools that, when used correctly, can help you become more productive.
When you create a contact in Microsoft Dynamics 365 CRM, do you also create a record in AppSheet? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
See moreWhen you create a contact in Microsoft Dynamics 365 CRM, do you also create a record in AppSheet? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
Create AppSheet record for updated Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM + AppSheet Integration
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Connect more apps to your AppSheet + Microsoft Dynamics 365 CRM flow
Keep your CRM records current, notify your team on messaging apps, and sync data across your entire business stack. Pick a combination and activate it in one click.
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Microsoft Outlook (4)
Microsoft Outlook (4) +
Microsoft Teams (4)
Microsoft Teams (4) +
HubSpot (4)
HubSpot (4) +
Gmail (4)
Gmail (4) +
Slack (4)
Slack (4) +
Google Sheets (4)
Google Sheets (4) A
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When a webhook is configured in AppSheet, create a lead in Microsoft Dynamics 365 CRM, and send an email in Microsoft Outlook.
New AppSheet webhook events create leads in Microsoft Dynamics 365 CRM and send confirmation emails through Microsoft Outlook automatically.
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When a contact is created in Microsoft Dynamics 365 CRM, update the record in AppSheet, and email the team in Microsoft Outlook.
Keep AppSheet and Microsoft Outlook updated instantly whenever a new contact is added to Microsoft Dynamics 365 CRM.
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When a sales order is created in Microsoft Dynamics 365 CRM, search the record in AppSheet and send a dispatch email in Microsoft Outlook.
Search AppSheet records and notify logistics via Microsoft Outlook whenever a Microsoft Dynamics 365 CRM sales order is placed.
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Use Claude to summarise AppSheet submissions, create a Microsoft Dynamics 365 CRM lead, and email the summary via Microsoft Outlook.
Use Claude to process AppSheet submissions before creating a Microsoft Dynamics 365 CRM lead and emailing the summary in Microsoft Outlook.
Supported triggers and actions for Microsoft Dynamics 365 CRM and AppSheet
Mix and match to build the exact automation you need
Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
Try it → Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
Try it → Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
Try it → Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
Try it → Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
Try it → Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
Try it → Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
Try it → Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
Try it → Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
Try it → AppSheet Triggers & Actions
What can you automate with AppSheet + Microsoft Dynamics 365 CRM?
Streamline your customer data workflows by connecting custom app events directly to your CRM pipeline.
⚡
Create CRM leads from app webhooks
Automatically create a new lead in Microsoft Dynamics 365 CRM the moment a webhook is configured and fired in AppSheet. Eliminate manual copy-pasting between your custom mobile apps and your sales pipeline.
📋
Capture every submitted app field
Map all custom form fields and user inputs from your AppSheet app into separate Microsoft Dynamics 365 CRM contact or lead attributes instead of basic summaries.
🔔
Alert your team instantly
Send instant notifications to your sales or support channels whenever a new lead or sales order is created in Microsoft Dynamics 365 CRM from AppSheet.
🔀
Route records based on submitted data
Examine specific field values from your AppSheet submission and direct leads to different Microsoft Dynamics 365 CRM account managers or queues accordingly.
🔄
Keep CRM records up to date
Automatically update existing Microsoft Dynamics 365 CRM contact details or lead stages whenever corresponding records are modified in AppSheet.
🔍
Search and prevent duplicates
Search existing Microsoft Dynamics 365 CRM records before creating new entries, ensuring clean data hygiene across your operational stack.
📦
Handle later status changes
Trigger automated workflows when sales orders are created, cases are updated, or quotes change status in Microsoft Dynamics 365 CRM.
🌐
Extend your workflow to messaging apps
Connect your core AppSheet and Microsoft Dynamics 365 CRM flow with Slack, Microsoft Teams, or Gmail to keep your entire organization in sync.
And much more...
Who is AppSheet + Microsoft Dynamics 365 CRM integration for?
Sales teams, developers, and operations managers who need to sync custom app data with their CRM systems without manual entry.
Performance marketers
Sales reps
Project managers
Operations teams
Account managers
Data analysts
📈
Performance marketers
You're running campaigns across custom mobile apps but your CRM dashboard only updates when someone manually exports data, so the lead counts you're reviewing are always outdated — connecting these apps means every new submission lands in Microsoft Dynamics 365 CRM instantly and your metrics stay current.
⚡
Sales reps
You need to act on inbound app enquiries immediately, but notification delays leave leads sitting in unmonitored queues for hours — automating both apps means every lead triggers an immediate CRM record and alerts your team without manual delay.
📋
Project managers
You answer to stakeholders who want to see live customer progress and order tracking, but disparate systems hide the latest updates — this integration means your operational app data and CRM records stay synchronized for transparent reporting.
📊
Operations teams
The volume of custom app submissions is too high for anyone to keep up by hand, leading to missed orders and unassigned leads — integrating these apps means high-volume data flows into Microsoft Dynamics 365 CRM automatically without data bottlenecks.
🤝
Account managers
You own the client onboarding stage and depend on field teams to submit app data before you can take over, but handoffs stall in email threads — automating both apps means client records move smoothly from AppSheet into Microsoft Dynamics 365 CRM the moment work is completed.
🗂️
Data analysts
You need a reliable historical audit trail of every customer interaction, but manual data entry leaves frustrating gaps in your reporting database — connecting these apps means every event is logged accurately across both platforms.
Did you know?
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + AppSheet
Build and manage your Microsoft Dynamics 365 CRM + AppSheet automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
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Connect Microsoft Dynamics 365 CRM + AppSheet with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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Frequently Asked Questions
How do I connect AppSheet to Microsoft Dynamics 365 CRM?
You can connect AppSheet to Microsoft Dynamics 365 CRM in one click using ready-made flows on Integrately. Set up webhooks and automations with tools like Slack, Microsoft Teams, and Google Sheets, or ask Integrately AI to build the workflow for you.
Can I automatically create Microsoft Dynamics 365 CRM leads from AppSheet submissions?
Can I connect AppSheet, Microsoft Dynamics 365 CRM, and Slack?
What is a good Zapier alternative for AppSheet and Microsoft Dynamics 365 CRM?
How do AppSheet webhooks trigger Microsoft Dynamics 365 CRM updates?
Can I update Microsoft Dynamics 365 CRM contact records from AppSheet?
Do I need coding skills to automate AppSheet and Microsoft Dynamics 365 CRM?
Is the AppSheet and Microsoft Dynamics 365 CRM integration free?
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