Microsoft Dynamics 365 CRM + Podio Integration

Connect Microsoft Dynamics 365 CRM to Podio in 1 click

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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
Item is created in Podio
Task is created in Podio
Application is created in Podio
View is created in Podio
Organization is created in Podio
Workspace is created in Podio

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Ready Workflows for Microsoft Dynamics 365 CRM + Podio Integration

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Create Podio task for new Microsoft Dynamics 365 CRM contact

Microsoft Dynamics 365 CRM and Podio 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 task in Podio? 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.

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When Contact is created in Microsoft Dynamics 365 CRM > Check any condition > Create task in Podio

Microsoft Dynamics 365 CRM + Podio Integration

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When Lead is created in Microsoft Dynamics 365 CRM > Check any condition > Create task in Podio

Microsoft Dynamics 365 CRM + Podio Integration

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Top 10 Most Popular Microsoft Dynamics 365 CRM Automations from
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Create WebinarJam registrant for new Microsoft Dynamics 365 CRM contact

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Create Clientify contact for new Microsoft Dynamics 365 CRM contact

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Create Microsoft Dynamics 365 CRM contact for new WordPress user

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Create Microsoft Dynamics 365 CRM contact for new Quickblog user

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Create WordPress user for new Microsoft Dynamics 365 CRM contact

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Create WebinarJam registrant for new Microsoft Dynamics 365 CRM contact

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Create Clientify contact for new Microsoft Dynamics 365 CRM contact

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Create Microsoft Dynamics 365 CRM contact for new WordPress user

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Create Microsoft Dynamics 365 CRM contact for new Quickblog user

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Create WordPress user for new Microsoft Dynamics 365 CRM contact

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Create SureCart contact for new Microsoft Dynamics 365 CRM contact

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Create Shoprocket customer for new Microsoft Dynamics 365 CRM contact

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Create Microsoft Dynamics 365 CRM contact for new sevDesk contact

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Create Publit.io folder for new Microsoft Dynamics 365 CRM contact

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Update Microsoft Dynamics 365 CRM contact from updated Shoprocket customer

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Create SureCart contact for new Microsoft Dynamics 365 CRM contact

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Create Shoprocket customer for new Microsoft Dynamics 365 CRM contact

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Create Microsoft Dynamics 365 CRM contact for new sevDesk contact

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Create Publit.io folder for new Microsoft Dynamics 365 CRM contact

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Update Microsoft Dynamics 365 CRM contact from updated Shoprocket customer

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Top 10 Most Popular Podio Automations from
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Price Comparison with Popular Alternatives

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750 Tasks

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2,000 Tasks

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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.

See Microsoft Dynamics 365 CRM Integrations

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Podio

Podio is the easiest way to work with and share information, files and team tasks. Cntralize all your project data in one place, connect to everyone in your organization, see exactly who's doing what and get more done faster.

See Podio Integrations

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