Microsoft Dynamics 365 CRM + Smartsheet Integration

Q: Can I automatically add Microsoft Dynamics 365 CRM leads to Smartsheet?

Yes, every new lead created in Microsoft Dynamics 365 CRM can automatically add a row in Smartsheet using ready workflows on Integrately.

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

Yes, you can connect Microsoft Dynamics 365 CRM, Smartsheet, and Slack together in a multi-step workflow. When a lead is created in Microsoft Dynamics 365 CRM, it adds a Smartsheet row and alerts your team in Slack, along with 1,500+ other apps.

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

Most alternatives like Integrately offer faster 1-click setup, 20 million+ ready automations, and live chat support for connecting Microsoft Dynamics 365 CRM and Smartsheet.

Q: How does Microsoft Dynamics 365 CRM handle contact updates in Smartsheet?

When contact details change in Microsoft Dynamics 365 CRM, you can update matching Smartsheet rows automatically using ready automation templates on Integrately.

Q: Can Smartsheet row additions trigger Microsoft Dynamics 365 CRM updates?

Yes, when a row is added in Smartsheet, you can update corresponding leads or contacts in Microsoft Dynamics 365 CRM instantly through automated workflows.

Q: How do I automate Microsoft Dynamics 365 CRM and Smartsheet without coding?

You can connect Microsoft Dynamics 365 CRM and Smartsheet without writing any code by using ready templates or asking Integrately AI to generate the workflow for you.

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

Yes, you can start automating Microsoft Dynamics 365 CRM and Smartsheet with a free forever plan available on Integrately.

Integrate Microsoft Dynamics 365 CRM to Smartsheet in one click, or tell Integrately AI how you want each lead handled. Capture leads, update your sheets and CRM, alert your team, and trigger follow-ups automatically.

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Member is added to marketing list in Microsoft Dynamics 365 CRM
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
Row is added in Smartsheet
Row is updated in Smartsheet
Attachment is added in Smartsheet
Comment is added in Smartsheet

Search marketing list by name in Microsoft Dynamics 365 CRM
Get contact by Id in Microsoft Dynamics 365 CRM
Get marketing list members 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 row in Smartsheet
Add attachment to row in Smartsheet
Update row in Smartsheet
Add row in Smartsheet
Send row in Smartsheet
Copy row in Smartsheet
Move row in Smartsheet
Add discussion to row in Smartsheet
Create sheet from a template in Smartsheet
Share sheet in Smartsheet
Create sheet from existing sheet in Smartsheet
Send sheet in Smartsheet
Create workspace in Smartsheet
Copy workspace in Smartsheet
Share workspace in Smartsheet
Copy folder in Smartsheet

Trusted by experts at...

Ready Workflows for Microsoft Dynamics 365 CRM + Smartsheet Integration

Capture leads, organise responses, keep sheets updated, alert your team, and send follow-ups, all in just one click.

Create Smartsheet row for new Microsoft Dynamics 365 CRM contact

When a new contact is created in your Microsoft Dynamics 365 CRM, you can automatically create a row for them in your Smartsheet. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!

Activate

Create Microsoft Dynamics 365 CRM contact for new Smartsheet row

Automatically creating Microsoft Dynamics 365 CRM contact records for new Smartsheet row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

Activate

When Row is added in Smartsheet > Check any condition > Create contact in Microsoft Dynamics 365 CRM

Smartsheet + Microsoft Dynamics 365 CRM Integration

Activate

When Row is added in Smartsheet > Check any condition > Create lead in Microsoft Dynamics 365 CRM

Smartsheet + Microsoft Dynamics 365 CRM Integration

Activate

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

Connect your CRM and spreadsheet workflows with messaging, support, and email tools to keep your entire team aligned. Pick a combination and activate it in one click.

Microsoft Outlook (8)

Salesforce (8)

Slack (8)

Gmail (8)

Microsoft Teams (8)

Zoom (8)

Add every new Microsoft Dynamics 365 CRM lead to your Smartsheet project, and send a welcome email in Microsoft Outlook

New Microsoft Dynamics 365 CRM leads appear in your Smartsheet project within seconds and a welcome email goes out via Microsoft Outlook, so your team never misses an initial outreach.

When a Microsoft Dynamics 365 CRM account is updated, add a Smartsheet row, and send a summary email in Microsoft Outlook

Account changes in Microsoft Dynamics 365 CRM instantly create Smartsheet tracking rows while Microsoft Outlook notifies management.

When a Smartsheet row is updated, update the lead in Microsoft Dynamics 365 CRM, and send an update email in Microsoft Outlook

Smartsheet progress updates automatically refresh Microsoft Dynamics 365 CRM leads and notify stakeholders in Microsoft Outlook.

Create a Microsoft Outlook task for every new Smartsheet row, and update the lead in Microsoft Dynamics 365 CRM

New Smartsheet entries generate actionable Microsoft Outlook tasks while keeping Microsoft Dynamics 365 CRM leads current.

If a new Microsoft Dynamics 365 CRM lead is high value, add a priority row in Smartsheet and send a review email in Microsoft Outlook

High-value Microsoft Dynamics 365 CRM leads generate priority Smartsheet entries and instant Microsoft Outlook review alerts.

When a Microsoft Dynamics 365 CRM case is updated, update the Smartsheet row, and email the manager in Microsoft Outlook

Case updates in Microsoft Dynamics 365 CRM refresh Smartsheet tracking rows and notify supervisors via Microsoft Outlook.

Use Claude to summarise every new Microsoft Dynamics 365 CRM opportunity, add the summary to Smartsheet, and email the brief via Microsoft Outlook

Claude summarises new Microsoft Dynamics 365 CRM opportunities before adding them to Smartsheet and emailing briefs via Microsoft Outlook.

Turn every won Microsoft Dynamics 365 CRM opportunity into a Smartsheet workspace, create a follow-up task in Salesforce, and email the client via Microsoft Outlook

Won Microsoft Dynamics 365 CRM opportunities spawn Smartsheet workspaces, Salesforce tasks, and Microsoft Outlook client emails.

Create a Salesforce contact for every new Microsoft Dynamics 365 CRM lead, and add a row in Smartsheet

New Microsoft Dynamics 365 CRM leads automatically generate Salesforce contacts and new Smartsheet rows for dual-platform tracking.

When a Microsoft Dynamics 365 CRM account is created, notify your sales team in Salesforce and add a row in Smartsheet

New Microsoft Dynamics 365 CRM accounts create Salesforce team records and update Smartsheet tracking tables instantly.

When a Smartsheet row is updated, update the lead in Microsoft Dynamics 365 CRM and update the record in Salesforce

Smartsheet row updates propagate instantly to Microsoft Dynamics 365 CRM leads and Salesforce records.

Create a Salesforce task for every new Smartsheet row, and update the contact in Microsoft Dynamics 365 CRM

Smartsheet row additions generate Salesforce tasks and refresh Microsoft Dynamics 365 CRM contact details.

If a Microsoft Dynamics 365 CRM lead is enterprise tier, create a Salesforce account and add a priority row in Smartsheet

Enterprise Microsoft Dynamics 365 CRM leads create Salesforce enterprise accounts and priority Smartsheet tracking rows.

When a Microsoft Dynamics 365 CRM opportunity is updated, update the Smartsheet row and update the deal in Salesforce

Opportunity changes in Microsoft Dynamics 365 CRM update Smartsheet tracking rows and refresh Salesforce deal stages.

Use Claude to analyse whether new Microsoft Dynamics 365 CRM leads match buyer criteria, create a Salesforce lead, and add a row in Smartsheet

Claude evaluates Microsoft Dynamics 365 CRM leads before creating Salesforce records and adding Smartsheet tracking rows.

Turn every won Microsoft Dynamics 365 CRM opportunity into a Smartsheet workspace, create a project in Asana, and update the deal in Salesforce

Won Microsoft Dynamics 365 CRM deals generate Smartsheet workspaces, Asana projects, and Salesforce updates.

Add every new Microsoft Dynamics 365 CRM contact to your Smartsheet project, and notify your sales channel in Slack

New Microsoft Dynamics 365 CRM contacts populate Smartsheet project boards while Slack notifies your sales channel instantly.

When a Microsoft Dynamics 365 CRM lead is created, add a Smartsheet row, and post an alert in Slack

Inbound Microsoft Dynamics 365 CRM leads add Smartsheet tracking rows and trigger instant Slack alerts for the team.

When a Smartsheet row is updated, update the Microsoft Dynamics 365 CRM case, and post the update in Slack

Smartsheet updates refresh Microsoft Dynamics 365 CRM cases and announce status changes in Slack.

Create a Slack reminder for every new Smartsheet row, and update the Microsoft Dynamics 365 CRM account

New Smartsheet rows generate Slack reminders while updating Microsoft Dynamics 365 CRM accounts automatically.

If a Microsoft Dynamics 365 CRM opportunity is enterprise tier, add a priority Smartsheet row and alert the sales channel in Slack

Enterprise opportunities create priority Smartsheet rows and trigger VIP Slack channel alerts.

When a Microsoft Dynamics 365 CRM case is closed, update the Smartsheet row and post the resolution in Slack

Closed Microsoft Dynamics 365 CRM cases update Smartsheet trackers and announce resolutions in Slack.

Use ChatGPT to summarise every new Microsoft Dynamics 365 CRM support case, add a Smartsheet row, and post the brief in Slack

ChatGPT summarises new Microsoft Dynamics 365 CRM support cases, logs them in Smartsheet, and posts briefs in Slack.

Turn every won Microsoft Dynamics 365 CRM quote into a Smartsheet project, create a project task in Asana, and announce it in Slack

Won Microsoft Dynamics 365 CRM quotes create Smartsheet projects, Asana tasks, and Slack announcements.

Add every new Microsoft Dynamics 365 CRM contact to Smartsheet, and send a confirmation email in Gmail

New Microsoft Dynamics 365 CRM contacts populate Smartsheet trackers while Gmail dispatches welcome emails automatically.

When a Microsoft Dynamics 365 CRM lead is created, add a Smartsheet row and send an alert email in Gmail

New Microsoft Dynamics 365 CRM leads add Smartsheet rows and trigger instant alert emails in Gmail.

When a Smartsheet row is updated, update the Microsoft Dynamics 365 CRM lead and email the team in Gmail

Smartsheet row updates refresh Microsoft Dynamics 365 CRM leads and notify team members via Gmail.

Create a Gmail draft for every new Smartsheet row, and update the Microsoft Dynamics 365 CRM contact

New Smartsheet entries generate Gmail draft responses while updating Microsoft Dynamics 365 CRM contacts.

If a Microsoft Dynamics 365 CRM lead is high value, add a priority Smartsheet row and email the sales manager in Gmail

High-value Microsoft Dynamics 365 CRM leads create priority Smartsheet rows and send manager alert emails via Gmail.

When a Microsoft Dynamics 365 CRM sales order is created, update the Smartsheet row and email confirmation in Gmail

New Microsoft Dynamics 365 CRM sales orders update Smartsheet tracking and send confirmation emails in Gmail.

Use Gemini to analyse every new Microsoft Dynamics 365 CRM inquiry, add a Smartsheet row, and email the draft reply in Gmail

Gemini analyses Microsoft Dynamics 365 CRM inquiries, logs them in Smartsheet, and drafts reply emails in Gmail.

Turn every won Microsoft Dynamics 365 CRM opportunity into a Smartsheet workspace, create a task in Asana, and email the summary in Gmail

Won Microsoft Dynamics 365 CRM opportunities spawn Smartsheet workspaces, Asana tasks, and Gmail summaries.

Add every new Microsoft Dynamics 365 CRM lead to Smartsheet, and post an alert in Microsoft Teams

New Microsoft Dynamics 365 CRM leads populate Smartsheet trackers while Microsoft Teams alerts your sales channel instantly.

When a Microsoft Dynamics 365 CRM account is created, add a Smartsheet row, and notify your team in Microsoft Teams

New Microsoft Dynamics 365 CRM accounts create Smartsheet rows and send team notifications in Microsoft Teams.

When a Smartsheet row is updated, update the Microsoft Dynamics 365 CRM case, and post the update in Microsoft Teams

Smartsheet updates refresh Microsoft Dynamics 365 CRM cases and announce status changes in Microsoft Teams.

Create a Microsoft Teams task for every new Smartsheet row, and update the Microsoft Dynamics 365 CRM contact

New Smartsheet rows generate Microsoft Teams planner tasks while updating Microsoft Dynamics 365 CRM contacts.

If a Microsoft Dynamics 365 CRM opportunity is enterprise tier, add a priority Smartsheet row and alert the channel in Microsoft Teams

Enterprise opportunities create priority Smartsheet rows and trigger VIP Microsoft Teams channel alerts.

When a Microsoft Dynamics 365 CRM quote is updated, update the Smartsheet row and post the change in Microsoft Teams

Quote updates in Microsoft Dynamics 365 CRM refresh Smartsheet tracking and post announcements in Microsoft Teams.

Use Claude to summarise every new Microsoft Dynamics 365 CRM case, add a Smartsheet row, and post the brief in Microsoft Teams

Claude summarises new Microsoft Dynamics 365 CRM support cases, logs them in Smartsheet, and posts briefs in Microsoft Teams.

Turn every won Microsoft Dynamics 365 CRM opportunity into a Smartsheet workspace, create a task in Asana, and post an announcement in Microsoft Teams

Won Microsoft Dynamics 365 CRM opportunities create Smartsheet workspaces, Asana tasks, and Microsoft Teams announcements.

Add every new Microsoft Dynamics 365 CRM contact to Smartsheet, and schedule a meeting in Zoom

New Microsoft Dynamics 365 CRM contacts populate Smartsheet project trackers while scheduling introductory meetings in Zoom.

When a Microsoft Dynamics 365 CRM lead is created, add a Smartsheet row, and notify the team about the Zoom call

New Microsoft Dynamics 365 CRM leads add Smartsheet rows and schedule consultation meetings in Zoom.

When a Smartsheet row is updated, update the Microsoft Dynamics 365 CRM lead and schedule a follow-up in Zoom

Smartsheet status updates refresh Microsoft Dynamics 365 CRM leads and schedule review meetings in Zoom.

Create a Zoom meeting for every new Smartsheet row, and update the Microsoft Dynamics 365 CRM contact

New Smartsheet entries generate scheduled Zoom meetings and update Microsoft Dynamics 365 CRM contacts.

If a Microsoft Dynamics 365 CRM opportunity reaches proposal stage, add a priority Smartsheet row and schedule a review meeting in Zoom

Proposal-stage opportunities create priority Smartsheet rows and schedule Zoom review meetings.

When a Microsoft Dynamics 365 CRM case is updated, update the Smartsheet row and schedule an emergency sync in Zoom

Updated Microsoft Dynamics 365 CRM cases refresh Smartsheet tracking and schedule emergency sync calls in Zoom.

Use ChatGPT to summarise every new Microsoft Dynamics 365 CRM meeting notes, add a Smartsheet row, and schedule a follow-up in Zoom

ChatGPT summarises Microsoft Dynamics 365 CRM notes, logs them in Smartsheet, and schedules follow-up meetings in Zoom.

Turn every won Microsoft Dynamics 365 CRM opportunity into a Smartsheet workspace, create a task in Asana, and host a kickoff meeting in Zoom

Won Microsoft Dynamics 365 CRM deals create Smartsheet workspaces, Asana tasks, and Zoom kickoff meetings.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Smartsheet

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM Triggers & Actions

Member is added to marketing list in Microsoft Dynamics 365 CRM

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Sales order is created in Microsoft Dynamics 365 CRM

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Contact is updated in Microsoft Dynamics 365 CRM

Triggers the automation when a contact is updated

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Contact is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new contact is created

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Account is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new account is created

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Account is updated in Microsoft Dynamics 365 CRM

Triggers the automation when an account is updated

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Opportunity is created in Microsoft Dynamics 365 CRM

Triggers the automation when any opportunity is updated

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Opportunity is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any opportunity is updated

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Case is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new case is created

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Case is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any case is updated

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Lead is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new lead is created

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Lead is updated in Microsoft Dynamics 365 CRM

Triggers the automation when the lead information is updated

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Quote is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any quote is updated

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Smartsheet Triggers & Actions

Row is added in Smartsheet

Triggers the automation when a new row is added to a spreadsheet

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Row is updated in Smartsheet

Triggers the automation when a row is updated

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Attachment is added in Smartsheet

Triggers the automation when a new attachment is added

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Comment is added in Smartsheet

Triggers the automation when a comment is added

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

Streamline your customer data and project tracking by connecting Microsoft Dynamics 365 CRM and Smartsheet for real-time synchronization.

Get Started For Free

🔄

Sync Microsoft Dynamics 365 CRM leads to Smartsheet

Create a Smartsheet row automatically whenever a new lead, contact, or account is created in Microsoft Dynamics 365 CRM, removing manual data entry across your systems.

📋

Capture every submitted CRM field in one row

Map detailed Microsoft Dynamics 365 CRM lead and contact answers into separate Smartsheet columns instead of just a name and email, creating a comprehensive source for review.

🔔

Alert your team the moment an update happens

Send automated notifications to your team in Slack or Microsoft Teams whenever a new Microsoft Dynamics 365 CRM case or opportunity is updated in Smartsheet.

🔀

Route records based on submitted criteria

Apply conditional rules to send enterprise leads to specific Smartsheet workspaces while standard leads populate your general tracking sheet automatically.

🔄

Keep your project sheets up to date

Update existing Smartsheet rows automatically whenever contact details, account names, or case statuses change in Microsoft Dynamics 365 CRM.

🛡️

Prevent duplicate entries in your sheets

Search existing Smartsheet rows before adding new records to ensure your project sheets remain clean, organized, and free from duplicate entries.

📊

Handle later status changes and closures

Update Smartsheet rows automatically when Microsoft Dynamics 365 CRM opportunities are marked won or lost, keeping your financial and project boards accurate.

💬

Extend workflows to your favorite apps

Connect Microsoft Dynamics 365 CRM and Smartsheet with Slack, Gmail, or Microsoft Teams to trigger follow-up emails, channel alerts, and team tasks instantly.

And much more...

Who is Microsoft Dynamics 365 CRM + Smartsheet integration for?

Connecting Microsoft Dynamics 365 CRM and Smartsheet eliminates manual data entry, keeping project tracking sheets updated instantly and giving every department reliable visibility.

Operations Managers

Sales Executives

Account Managers

Revenue Operations Leads

Project Coordinators

Business Analysts

📈

Operations Managers

You're tracking sales orders and pipeline stages in Microsoft Dynamics 365 CRM, but your project planning sheets only update when someone manually exports records, so your operational reports are always outdated — automating both apps means every order lands in Smartsheet instantly and your metrics stay current.

⚡

Sales Executives

You're managing new leads and opportunities in Microsoft Dynamics 365 CRM, but reps find out about project updates too late because sheet handoffs happen manually — with this integration, every account change triggers an immediate Smartsheet update so your team acts without delay.

🤝

Account Managers

You're logging client cases and service requests in Microsoft Dynamics 365 CRM, but clients want to see live status reports that require constant manual spreadsheet updates — integrating these apps means client sheets update automatically and stakeholders always see accurate progress.

📊

Revenue Operations Leads

You're processing high volumes of quotes and contacts in Microsoft Dynamics 365 CRM, but manual spreadsheet entry cannot keep pace with transaction spikes, leaving gaps in your project tracking — automating both apps means every record logs seamlessly and your master sheet never falls behind.

📋

Project Coordinators

You're waiting for upstream teams to finish deals in Microsoft Dynamics 365 CRM before you can set up project sheets by hand, leading to handover bottlenecks — connecting these apps means won opportunities create Smartsheet workspaces instantly and your project kickoff happens on time.

🔍

Business Analysts

You're auditing customer histories and case records in Microsoft Dynamics 365 CRM, but manual tracking leaves missing rows and discrepancies across your audit sheets — this integration means every transaction records reliably and your historical archives stay complete.

Try This Integration – No Code Needed

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Smartsheet

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

1,500+ apps connected

Connect Microsoft Dynamics 365 CRM + Smartsheet with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Smartsheet?

You can connect Microsoft Dynamics 365 CRM to Smartsheet in 1-click using ready-made templates on Integrately, or ask Integrately AI to build the automation and map the fields for your team.

Can I automatically add Microsoft Dynamics 365 CRM leads to Smartsheet?

Can I connect Microsoft Dynamics 365 CRM, Smartsheet, and Slack?

What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Smartsheet?

How does Microsoft Dynamics 365 CRM handle contact updates in Smartsheet?

Can Smartsheet row additions trigger Microsoft Dynamics 365 CRM updates?

How do I automate Microsoft Dynamics 365 CRM and Smartsheet without coding?

Is the Microsoft Dynamics 365 CRM and Smartsheet integration free?

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Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or Smartsheet With 1500+ Other Apps

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Microsoft Dynamics 365 CRM + Smartsheet Integration

Integrate Microsoft Dynamics 365 CRM to Smartsheet in one click, or tell Integrately AI how you want each lead handled. Capture leads, update your sheets and CRM, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Microsoft Dynamics 365 CRM + Smartsheet Integration

Capture leads, organise responses, keep sheets updated, alert your team, and send follow-ups, all in just one click.

Create Smartsheet row for new Microsoft Dynamics 365 CRM contact

Create Microsoft Dynamics 365 CRM contact for new Smartsheet row

When Row is added in Smartsheet > Check any condition > Create contact in Microsoft Dynamics 365 CRM

When Row is added in Smartsheet > Check any condition > Create lead in Microsoft Dynamics 365 CRM

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 + Smartsheet flow

Connect your CRM and spreadsheet workflows with messaging, support, and email tools to keep your entire team aligned. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Smartsheet

Mix and match to build the exact automation you need

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

Streamline your customer data and project tracking by connecting Microsoft Dynamics 365 CRM and Smartsheet for real-time synchronization.

Who is Microsoft Dynamics 365 CRM + Smartsheet integration for?

Connecting Microsoft Dynamics 365 CRM and Smartsheet eliminates manual data entry, keeping project tracking sheets updated instantly and giving every department reliable visibility.

Did you know?

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

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Smartsheet

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or Smartsheet With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Microsoft Dynamics 365 CRM + Smartsheet Integration

Integrate Microsoft Dynamics 365 CRM to Smartsheet in one click, or tell Integrately AI how you want each lead handled. Capture leads, update your sheets and CRM, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Microsoft Dynamics 365 CRM + Smartsheet Integration

Capture leads, organise responses, keep sheets updated, alert your team, and send follow-ups, all in just one click.

Create Smartsheet row for new Microsoft Dynamics 365 CRM contact

Create Microsoft Dynamics 365 CRM contact for new Smartsheet row

When Row is added in Smartsheet > Check any condition > Create contact in Microsoft Dynamics 365 CRM

When Row is added in Smartsheet > Check any condition > Create lead in Microsoft Dynamics 365 CRM

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 + Smartsheet flow

Connect your CRM and spreadsheet workflows with messaging, support, and email tools to keep your entire team aligned. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Smartsheet

Mix and match to build the exact automation you need

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

Streamline your customer data and project tracking by connecting Microsoft Dynamics 365 CRM and Smartsheet for real-time synchronization.

Who is Microsoft Dynamics 365 CRM + Smartsheet integration for?

Connecting Microsoft Dynamics 365 CRM and Smartsheet eliminates manual data entry, keeping project tracking sheets updated instantly and giving every department reliable visibility.

Did you know?

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

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Smartsheet

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or Smartsheet With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click