Microsoft Dynamics 365 CRM + Iterate Integration

Connect Microsoft Dynamics 365 CRM to Iterate in 1 click

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1.
  • 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
  • Iterate
    Survey question is answered in Iterate
  • Iterate
    Survey is submitted in Iterate
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Ready Workflows Ready Workflows   for Microsoft Dynamics 365 CRM + Iterate Integration

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Most popular automationmost-popular-automations
Iterate + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Iterate survey

When someone completes your Iterate, a new contact is automatically created in your Microsoft Dynamics 365 CRM. This way, you can quickly follow up with the survey and turn them into a customer!

Plus, all of the information from the Iterate is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Iterate - Microsoft Dynamics 365 CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Automations

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

Just click on the workflow you want to automate

Microsoft Dynamics 365 CRM logo
WebinarJam logo
Create WebinarJam registrant for new Microsoft Dynamics 365 CRM contact
Activate
Microsoft Dynamics 365 CRM logo
Clientify logo
Create Clientify contact for new Microsoft Dynamics 365 CRM contact
Activate
WordPress logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new WordPress user
Activate
Quickblog logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new Quickblog user
Microsoft Dynamics 365 CRM logo
WordPress logo
Create WordPress user for new Microsoft Dynamics 365 CRM contact
Activate
Microsoft Dynamics 365 CRM logo
WebinarJam logo
Create WebinarJam registrant for new Microsoft Dynamics 365 CRM contact
Activate
Microsoft Dynamics 365 CRM logo
Clientify logo
Create Clientify contact for new Microsoft Dynamics 365 CRM contact
Activate
WordPress logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new WordPress user
Activate
Quickblog logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new Quickblog user
Microsoft Dynamics 365 CRM logo
WordPress logo
Create WordPress user for new Microsoft Dynamics 365 CRM contact
Activate
Microsoft Dynamics 365 CRM logo
SureCart logo
Create SureCart contact for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM logo
Shoprocket logo
Create Shoprocket customer for new Microsoft Dynamics 365 CRM contact
sevDesk logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new sevDesk contact
Microsoft Dynamics 365 CRM logo
Publit.io logo
Create Publit.io folder for new Microsoft Dynamics 365 CRM contact
Shoprocket logo
Microsoft Dynamics 365 CRM logo
Update Microsoft Dynamics 365 CRM contact from updated Shoprocket customer
Microsoft Dynamics 365 CRM logo
SureCart logo
Create SureCart contact for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM logo
Shoprocket logo
Create Shoprocket customer for new Microsoft Dynamics 365 CRM contact
sevDesk logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new sevDesk contact
Microsoft Dynamics 365 CRM logo
Publit.io logo
Create Publit.io folder for new Microsoft Dynamics 365 CRM contact
Shoprocket logo
Microsoft Dynamics 365 CRM logo
Update Microsoft Dynamics 365 CRM contact from updated Shoprocket customer

Top 10 Most Popular Iterate Automations from
Integrately Community

Most popularmost-popular-automations
01
Iterate logo
Google Sheets logo
Create Google Sheets row for new Iterate survey
02
Iterate logo
HubSpot logo
Create HubSpot contact for new Iterate survey
03
Iterate logo
HubSpot logo
Create HubSpot task for new Iterate survey
04
Iterate logo
HubSpot logo
Create HubSpot deal for new Iterate survey
05
Iterate logo
HubSpot logo
Create HubSpot company for new Iterate survey
cloud
Iterate
app integration
06
Iterate logo
Wicked Reports logo
Create Wicked Reports contact for new Iterate survey
07
Iterate logo
Zoho Expense logo
Create Zoho Expense customer for new Iterate survey
08
Iterate logo
MyGadgetRepairs logo
Create MyGadgetRepairs contact for new Iterate survey
09
Iterate logo
MyGadgetRepairs logo
Create MyGadgetRepairs task for new Iterate survey
10
Iterate logo
Halopsa logo
Create Halopsa ticket for new Iterate survey
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
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3
Automation is ready
Setup an action from Trello
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You Can Also Connect Microsoft Dynamics 365 CRM or Iterate With 1400+ Other Apps

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.
Iterate
Iterate
Iterate is a user research platform that helps you collect feedback through surveys, interviews, and tests—giving you insights to build better products, faster.