Create CLOSEM appointment for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM + CLOSEM Integration
Microsoft Dynamics 365 CRM + CLOSEM Integration
Connect Microsoft Dynamics 365 CRM to CLOSEM in 1 click
Free forever.Use premium features free for 14 days.1.
Sales order is created in Microsoft Dynamics 365 CRM- Contact is updated 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
2.
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Create CLOSEM contact for new Microsoft Dynamics 365 CRM contact
If you're using Microsoft Dynamics 365 CRM to manage your sales leads, it's important to also use CLOSEM to manage your email marketing.
But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Microsoft Dynamics 365 CRM, a corresponding contact will automatically be created in CLOSEM.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
See moreBut adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Microsoft Dynamics 365 CRM, a corresponding contact will automatically be created in CLOSEM.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Create contact in CLOSEM
Microsoft Dynamics 365 CRM + CLOSEM Integration
When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Create contact in CLOSEM
Microsoft Dynamics 365 CRM + CLOSEM Integration
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Top 10 Most Popular Microsoft Dynamics 365 CRM Automations from
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Most popular
01
Create CLOSEM contact for new CompanyHub record
02
Create CLOSEM contact for new Salesforce record
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Create CLOSEM contact for new Notion database item
04
Create CLOSEM contact for new Stackby row
05
Create CLOSEM contact for new Smartsheet row
06
Create CLOSEM contact for new Quickblog user
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Create CLOSEM contact for new Shift4Shop (3dcart) customer
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Create CLOSEM contact for new Adobe Commerce (Magento) customer
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Create CLOSEM contact for new Assembla ticket
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Create CLOSEM appointment for new Quickblog post
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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.
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Closem is the must-have software for salespeople who want to close more deals. It automates your outreach and follow-up so you can focus on what's important - closing the sale.
