Microsoft Dynamics 365 CRM + Shortcut (Clubhouse) Integration

Integrate Microsoft Dynamics 365 CRM to Shortcut (Clubhouse) in one click, or tell Integrately AI how you want each lead handled. Create stories, update your CRM, assign tasks, and notify your team automatically.

Integrate For Free arrow rightGoogle Logo Sign Up With Google
Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Dynamics 365 CRM
    Member is added to marketing list in Microsoft Dynamics 365 CRM
  • 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
Arrow Right
2.
  • Microsoft Dynamics 365 CRM
    Search marketing list by name in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get contact by Id in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get marketing list members in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM
  • Shortcut (Clubhouse)
    Create story in Shortcut (Clubhouse)
  • Shortcut (Clubhouse)
    Search story in Shortcut (Clubhouse)

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Microsoft Dynamics 365 CRM + Shortcut (Clubhouse) Integration

Capture leads, create project stories, update records, alert your team, and track progress, all in just one click.

Most popular automationmost-popular-automations
  • 1of1
Got a different task in mind? Describe it
Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Dynamics 365 CRM + Shortcut (Clubhouse) flow

Connect messaging tools, CRMs, support platforms, and cloud storage to extend your automation capabilities. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Shortcut (Clubhouse)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
Jira Software CloudJira Software Cloud (3)
+
ZendeskZendesk (3)
+
Google DriveGoogle Drive (3)
+
Microsoft OutlookMicrosoft Outlook (3)
M
S
S
Create a Shortcut (Clubhouse) story from every Microsoft Dynamics 365 CRM lead, and notify your team instantly on Slack.
New Microsoft Dynamics 365 CRM leads automatically generate Shortcut (Clubhouse) stories while Slack alerts your team, eliminating manual copying.
M
S
S
When a Microsoft Dynamics 365 CRM contact is updated, update the Shortcut (Clubhouse) story and post the change in Slack.
Keep your Shortcut (Clubhouse) stories current and notify your team on Slack whenever a Microsoft Dynamics 365 CRM contact changes.
M
S
S
When a Microsoft Dynamics 365 CRM opportunity is created, create a Shortcut (Clubhouse) story and alert your sales channel in Slack.
New sales opportunities in Microsoft Dynamics 365 CRM instantly open a Shortcut (Clubhouse) story and alert your Slack channel.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Shortcut (Clubhouse)

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Member is added to marketing list in Microsoft Dynamics 365 CRM
Try it →
Sales order is created in Microsoft Dynamics 365 CRM
Try it →
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 →
Search marketing list by name in Microsoft Dynamics 365 CRM
Try it →
Get contact by Id in Microsoft Dynamics 365 CRM
Try it →
Get marketing list members in Microsoft Dynamics 365 CRM
Try it →
Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
Try it →
Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
Try it →
Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
Try it →
Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
Try it →
Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
Try it →
Create account in Microsoft Dynamics 365 CRM
Generates a new account
Try it →
Search account in Microsoft Dynamics 365 CRM
Searches for account information
Try it →
Update account in Microsoft Dynamics 365 CRM
Updates account information
Try it →
Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
Try it →
Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
Try it →
Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
Try it →
Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
Try it →
Search case in Microsoft Dynamics 365 CRM
Searches for a case record
Try it →
Get account by ID in Microsoft Dynamics 365 CRM
Try it →
Shortcut (Clubhouse)
Shortcut (Clubhouse) Triggers & Actions
No trigger is available
Create story in Shortcut (Clubhouse)
Generates a unique story based on user input
Try it →
Search story in Shortcut (Clubhouse)
Searches for a story
Try it →

What can you automate with Microsoft Dynamics 365 CRM + Shortcut (Clubhouse)?

Connect customer interactions directly to team workflows and project tracking boards to eliminate manual administrative tasks.

What you can automate?
🚀
Create Shortcut (Clubhouse) stories from leads
Automatically generate a new Shortcut (Clubhouse) story whenever a lead is created in Microsoft Dynamics 365 CRM. Keep development teams informed without manual data entry.
📋
Capture every custom field and detail
Map all available Microsoft Dynamics 365 CRM lead attributes directly into your Shortcut (Clubhouse) stories. Ensure engineers have complete context for every task.
🔔
Alert team members instantly
Notify your team on Slack or via email the moment a new Microsoft Dynamics 365 CRM opportunity or case is created. Speed up response times across departments.
🔀
Route records based on submitted fields
Assign high-value Microsoft Dynamics 365 CRM leads to specific Shortcut (Clubhouse) boards depending on criteria like deal size or account tier.
🔄
Keep project records continuously updated
Automatically update existing Shortcut (Clubhouse) stories whenever a Microsoft Dynamics 365 CRM contact or account is modified by your team.
🔍
Prevent duplicates with smart searches
Search for existing records before creating new items, ensuring your Shortcut (Clubhouse) boards remain clean and free of redundant entries.
⏱️
Handle later status changes automatically
Move Shortcut (Clubhouse) stories to completed or archived stages when a Microsoft Dynamics 365 CRM sales order or case is closed.
🌐
Extend your flow to supporting apps
Send Microsoft Dynamics 365 CRM data to Shortcut (Clubhouse) and notify your team on Slack or update HubSpot in one combined automation.
And much more...

Who is Microsoft Dynamics 365 CRM + Shortcut (Clubhouse) integration for?

Sales managers, project leaders, and developers eliminate manual handoffs between CRM pipelines and project tracking boards.

Sales Operations Managers
Sales Operations Managers
Sales Team Leads
Sales Team Leads
Client Success Directors
Client Success Directors
Customer Support Supervisors
Customer Support Supervisors
Product Managers
Product Managers
Data Administrators
Data Administrators
📈
Sales Operations Managers
You track Microsoft Dynamics 365 CRM revenue data, but your pipeline reports are always a step behind because lead statuses are never matched against Shortcut (Clubhouse) stories — with this integration, every status change updates instantly and your financial dashboard stays accurate.
⚡
Sales Team Leads
You need to act fast when new Microsoft Dynamics 365 CRM leads arrive, but you find out about them too late because tasks aren't created right away — with this integration, every new lead automatically triggers a Shortcut (Clubhouse) story so your team can start working immediately.
🤝
Client Success Directors
You answer to stakeholders who want to see project progress, but your Microsoft Dynamics 365 CRM records and Shortcut (Clubhouse) stories never match up — with this integration, every workflow update is logged and your clients see accurate progress without manual reporting.
🔄
Customer Support Supervisors
The volume of Microsoft Dynamics 365 CRM leads is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned stories — with this integration, every new lead automatically generates a project story so no customer request slips through the cracks.
🛠️
Product Managers
You own the development follow-up in Shortcut (Clubhouse) and depend on sales to hand over Microsoft Dynamics 365 CRM lead details, but information gets lost in transit — with this integration, every new account creation triggers a development task instantly.
📋
Data Administrators
You need a reliable audit history of customer accounts, but you keep finding gaps between your Microsoft Dynamics 365 CRM database and Shortcut (Clubhouse) workflows — with this integration, every record update maintains a clean, searchable log across both platforms.
Try This Integration – No Code Neededarrow right
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Shortcut (Clubhouse)

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

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Shortcut (Clubhouse) with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Connect Microsoft Dynamics 365 CRM + Shortcut (Clubhouse) Now arrow right
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricingarrow right

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

▲ 2000+
Connect Microsoft Dynamics 365 CRM + Shortcut (Clubhouse) Now arrow right
In Just 1 Click!
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Shortcut (Clubhouse)?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Shortcut (Clubhouse) in 1 click using ready templates or by using Integrately AI to build your workflow. You can also connect other popular apps like Slack, HubSpot, and Jira Software Cloud.
Can I automatically create Shortcut (Clubhouse) stories from Microsoft Dynamics 365 CRM leads?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Shortcut (Clubhouse), and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Shortcut (Clubhouse)?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle lead and contact updates here?
Frequently Asked Questions
Can Shortcut (Clubhouse) search and update stories automatically?
Frequently Asked Questions
Is coding required to set up Microsoft Dynamics 365 CRM and Shortcut (Clubhouse) integrations?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Shortcut (Clubhouse) integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or Shortcut (Clubhouse) With 1500+ Other Apps

Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Connect Microsoft Dynamics 365 CRM to email marketing, customer support, and invoicing tools to manage your entire sales lifecycle.
See All
Microsoft Dynamics 365 CRM Integrations arrow right
No popular apps found
Shortcut (Clubhouse)
Popular Shortcut (Clubhouse) Integrations
Sync Shortcut (Clubhouse) with code repositories, time tracking, and communication tools to keep engineering teams aligned.
See All
Shortcut (Clubhouse) Integrations arrow right
No popular apps found