Microsoft Dynamics 365 CRM + Close Integration

Q: Can I automatically sync leads and opportunities between Close and Microsoft Dynamics 365 CRM?

Yes, you can automatically sync leads, contacts, and opportunities between Close and Microsoft Dynamics 365 CRM in real time. Pick a ready automation or build your workflow with Integrately AI.

Q: Can I connect Close, Microsoft Dynamics 365 CRM, and Slack?

Yes, you can combine Close, Microsoft Dynamics 365 CRM, and Slack in a multi-step automation. When a lead is created, it updates your CRM and sends a notification to Slack, alongside 1,500+ other apps.

Q: What is a good Zapier alternative for Close and Microsoft Dynamics 365 CRM?

Integrately is a top-rated alternative for connecting Close and Microsoft Dynamics 365 CRM. Most alternatives charge more and require complex setup, whereas Integrately offers 20 million+ templates and 24/5 live support.

Q: How do lead updates in Close sync with Microsoft Dynamics 365 CRM?

Lead updates in Close can automatically update corresponding contact records in Microsoft Dynamics 365 CRM. There's a ready template — start from the Close and Microsoft Dynamics 365 CRM integration.

Q: Can Microsoft Dynamics 365 CRM updates trigger actions in Close?

Yes, updates or new entries in Microsoft Dynamics 365 CRM can trigger corresponding record creations or updates in Close. There's a ready template — start from the Close and Microsoft Dynamics 365 CRM integration.

Q: Is coding required to automate Close and Microsoft Dynamics 365 CRM?

No coding is needed to connect Close and Microsoft Dynamics 365 CRM on Integrately. You can use pre-built ready templates or ask Integrately AI to set up your workflow.

Q: Is the Close and Microsoft Dynamics 365 CRM integration free?

The Close and Microsoft Dynamics 365 CRM integration is available on Integrately with a free forever plan. You can start automating your sales pipeline without any upfront cost.

Integrate Close to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Create a Microsoft Dynamics 365 CRM lead, sync contact details, update pipeline stages, and trigger team notifications automatically.

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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
Opportunity status change activity is updated in Close Instant
Custom activity is created or updated in Close Instant
Lead Status change is created in Close Instant
Export is created in Close Instant
Membership is activated in Close Instant
Email Sequence Subscription created or updated in Close Instant
Lead is created using search query in Close
Lead is created in Close Instant
Contact is created in Close Instant
Contact is updated in Close Instant
Opportunity status change activity is created in Close Instant
Opportunity is created in Close Instant
Email is created in Close Instant
Call record is updated in Close Instant
Call record is created in Close Instant
Task is created in lead in Close Instant
SMS is created in Close Instant
Meeting is created in Close Instant
Note is created in Close

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
Search contact in Close
Update lead in Close
Search lead in Close
Create lead in Close
Update task in Close
Create task in Close
Search task in Close
Search opportunity in Close
Update opportunity in Close
Create opportunity in Close
Create contact in Close
Update contact in Close
Create note in Close
Update note in Close
Search note in Close
Create email in Close
Search user in Close
Create SMS in Close
Create custom activity in Close
Run activity overview report in Close
Delete logged call in Close
Create export in Close
Run sent email report in Close
Subscribe Contact to Email Sequence in Close
Search custom activity in Close
Add address to lead in Close
Delete email in Close
Merge two leads in Close
Create bulk email in Close
Run opportunity report in Close
Create smart view in Close
Run status change report in Close
Toggle Forwarding on Phone Number in Close
Update custom activity in Close
Update smart view in Close
Update email sequence subscription in Close
Delete email address from contact in Close
Create bulk sequence subscription action in Close
Search email sequence subscription in Close
Search number of Leads in Query in Close
Search connected account in Close
Get activity by id in Close
Create call in Close
Update call in Close
Search call in Close

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Ready Workflows for Close + Microsoft Dynamics 365 CRM Integration

Create leads, sync contact updates, manage opportunities, alert your team, and track sales progress, all in just one click.

Create Close contact for new Microsoft Dynamics 365 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 Microsoft Dynamics 365 CRM - Close integration, anytime a new Microsoft Dynamics 365 CRM contact is created, an Close 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.

Activate

Create Close opportunity from new Microsoft Dynamics 365 CRM contact

Anytime a new contact is created in your Microsoft Dynamics 365 CRM, a new opportunity will automatically be created in your Close. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Microsoft Dynamics 365 CRM - Close integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.

Activate

Create Close task for new Microsoft Dynamics 365 CRM contact

In Microsoft Dynamics 365 CRM, when you create a contact, it automatically creates a task in Close for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.

Activate

Create Microsoft Dynamics 365 CRM contact for new Close 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 Close - Microsoft Dynamics 365 CRM integration, anytime a new Close 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.

Activate

When Contact is created in Close > Check condition > Create contact in Microsoft Dynamics 365 CRM

Close + Microsoft Dynamics 365 CRM Integration

Activate

When Contact is created in Close > Check condition > Create lead in Microsoft Dynamics 365 CRM

Close + Microsoft Dynamics 365 CRM Integration

Activate

When Contact is updated in Close > Check condition > Create contact in Microsoft Dynamics 365 CRM

Close + Microsoft Dynamics 365 CRM Integration

Activate

When Contact is updated in Close > Check condition > Create lead in Microsoft Dynamics 365 CRM

Close + Microsoft Dynamics 365 CRM Integration

Activate

When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Create contact in Close

Microsoft Dynamics 365 CRM + Close Integration

Activate

When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Create lead in Close

Microsoft Dynamics 365 CRM + Close Integration

Activate

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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + Microsoft Dynamics 365 CRM flow

Sync your leads across tools, keep communication channels updated, and schedule follow-up meetings automatically. Pick a combination and activate it in one click.

Microsoft Outlook (4)

Zoom (4)

HubSpot (4)

Slack (4)

Google Sheets (4)

Calendly (4)

Add every new Close lead to Microsoft Dynamics 365 CRM, and send a welcome email in Microsoft Outlook.

New Close leads appear in Microsoft Dynamics 365 CRM instantly and an email goes out through Microsoft Outlook, so your team never misses an outreach opportunity.

When a contact is updated in Close, update Microsoft Dynamics 365 CRM and notify the manager via Microsoft Outlook.

Updated Close contact details sync to Microsoft Dynamics 365 CRM right away while Microsoft Outlook alerts your manager, keeping leadership informed.

When a Microsoft Dynamics 365 CRM lead is created, create a lead in Close and send an introduction email in Microsoft Outlook.

New Microsoft Dynamics 365 CRM leads trigger a new lead in Close alongside an introduction email in Microsoft Outlook, streamlining outreach.

Use Claude to summarise every new Close lead, update Microsoft Dynamics 365 CRM, and email the brief in Microsoft Outlook.

Claude summarises new Close leads before updating Microsoft Dynamics 365 CRM and emailing the brief via Microsoft Outlook, enhancing team readiness.

Add every new Close lead to Microsoft Dynamics 365 CRM, and schedule a consultation meeting in Zoom.

New Close leads are added to Microsoft Dynamics 365 CRM while Zoom schedules a consultation meeting automatically, accelerating the sales cycle.

When a Microsoft Dynamics 365 CRM opportunity is created, create a lead in Close and register a discovery session in Zoom.

Microsoft Dynamics 365 CRM opportunities trigger a Close lead creation and a Zoom discovery session, uniting sales and meeting workflows.

If a Close lead status changes to qualified, update Microsoft Dynamics 365 CRM and schedule a demo meeting in Zoom.

Qualified Close leads update Microsoft Dynamics 365 CRM and trigger a Zoom demo meeting, moving prospects forward without delay.

Use ChatGPT to analyse every new Zoom meeting recording, update Microsoft Dynamics 365 CRM, and log a note in Close.

ChatGPT analyses Zoom recordings to update Microsoft Dynamics 365 CRM records and log detailed notes in Close, eliminating manual transcription work.

Add every new HubSpot contact to Close, and create a matching lead in Microsoft Dynamics 365 CRM.

New HubSpot contacts sync into Close and Microsoft Dynamics 365 CRM simultaneously, eliminating duplicate data entry across your sales tools.

When a Microsoft Dynamics 365 CRM lead is updated, update Close and create a follow-up task in HubSpot.

Updated Microsoft Dynamics 365 CRM leads sync to Close while HubSpot creates a follow-up task, ensuring coordinated account management.

If a HubSpot deal is won, update Close and create an enterprise account in Microsoft Dynamics 365 CRM.

Won HubSpot deals update Close and establish a new enterprise account in Microsoft Dynamics 365 CRM, bridging marketing and revenue operations.

Use Claude to evaluate every new HubSpot submission, update Close, and create a lead in Microsoft Dynamics 365 CRM.

Claude evaluates HubSpot submissions to enrich Close records and create qualified leads in Microsoft Dynamics 365 CRM.

Add every new Close lead to Microsoft Dynamics 365 CRM, and notify your sales channel in Slack.

New Close leads appear in Microsoft Dynamics 365 CRM immediately while Slack alerts your sales channel, keeping the team aligned on new prospects.

When a Microsoft Dynamics 365 CRM opportunity is updated, update Close and post the change in Slack.

Updated Microsoft Dynamics 365 CRM opportunities sync to Close and trigger an update announcement in Slack for the revenue team.

If a Close lead is marked urgent, update Microsoft Dynamics 365 CRM and alert the priority channel in Slack.

Urgent Close leads update Microsoft Dynamics 365 CRM and trigger an instant alert in Slack, ensuring rapid response times.

Use Gemini to summarise every new Close lead, update Microsoft Dynamics 365 CRM, and announce it in Slack.

Gemini summarises new Close leads before updating Microsoft Dynamics 365 CRM and posting the briefing in Slack.

Add every new Close lead to Microsoft Dynamics 365 CRM, and log the details in Google Sheets.

New Close leads populate Microsoft Dynamics 365 CRM and append to a Google Sheets tracking log automatically, securing your data history.

When a Microsoft Dynamics 365 CRM account is created, update Close and log the entry in Google Sheets.

New Microsoft Dynamics 365 CRM accounts sync to Close and record an entry in Google Sheets, maintaining clean master spreadsheets.

If a Close lead value exceeds threshold, update Microsoft Dynamics 365 CRM and log it in Google Sheets.

High-value Close leads update Microsoft Dynamics 365 CRM and populate a dedicated Google Sheets tracker for executive review.

Use Perplexity to enrich every new Close lead, update Microsoft Dynamics 365 CRM, and log it in Google Sheets.

Perplexity enriches new Close leads before updating Microsoft Dynamics 365 CRM and logging the data in Google Sheets.

Add every new Calendly booking to Close, and create a matching lead in Microsoft Dynamics 365 CRM.

New Calendly bookings create records in Close and Microsoft Dynamics 365 CRM instantly, keeping your sales pipeline fully synchronized.

When a Microsoft Dynamics 365 CRM lead is updated, update Close and send a Calendly scheduling link.

Updated Microsoft Dynamics 365 CRM leads sync to Close while Calendly delivers a scheduling link, driving faster meeting conversions.

If a Calendly meeting is canceled, update Close and notify Microsoft Dynamics 365 CRM.

Canceled Calendly meetings update Close and flag Microsoft Dynamics 365 CRM records, keeping schedules accurate.

Use ChatGPT to analyse every Calendly attendee note, update Close, and create a lead in Microsoft Dynamics 365 CRM.

ChatGPT analyses Calendly attendee notes to enrich Close records and create qualified leads in Microsoft Dynamics 365 CRM.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Close

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

Microsoft Dynamics 365 CRM + Close Integration

Integrate Close to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Create a Microsoft Dynamics 365 CRM lead, sync contact details, update pipeline stages, and trigger team notifications automatically.

Trusted by experts at...

Ready Workflows for Close + Microsoft Dynamics 365 CRM Integration

Create leads, sync contact updates, manage opportunities, alert your team, and track sales progress, all in just one click.

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + Microsoft Dynamics 365 CRM flow

Sync your leads across tools, keep communication channels updated, and schedule follow-up meetings automatically. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Close

Mix and match to build the exact automation you need

What can you automate with Close + Microsoft Dynamics 365 CRM?

Streamline your sales pipeline by connecting Close triggers directly to Microsoft Dynamics 365 CRM actions.

Who is Close + Microsoft Dynamics 365 CRM integration for?

Sales teams and operations leaders managing multi-platform pipelines need real-time data flow so no prospect falls through the cracks.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Close

Build and manage your Microsoft Dynamics 365 CRM + Close automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

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