SmartSuite + Microsoft Dynamics 365 CRM Integration

Connect SmartSuite to Microsoft Dynamics 365 CRM in 1 click

Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular SmartSuite + Microsoft Dynamics 365 CRM Workflows

most-popular-automations
Microsoft Dynamics 365 CRM + SmartSuite Integration

Create SmartSuite 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 SmartSuite. 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!
See more
Activate
SmartSuite + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new SmartSuite row

Automatically creating Microsoft Dynamics 365 CRM contact records for new SmartSuite 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!
See more
Activate
  • 1of1
Didn’t find what you were looking for?

Create Your Own SmartSuite & Microsoft Dynamics 365 CRM Integration In Clicks

Create Automation
SmartSuite + Microsoft Dynamics 365 CRM Integration
1.
  • SmartSuite
    Record is created in SmartSuite
  • SmartSuite
    Record is updated in SmartSuite
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated 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
2.
  • SmartSuite
    Search record in SmartSuite
  • SmartSuite
    Create record in SmartSuite
  • SmartSuite
    Update record in SmartSuite
  • SmartSuite
    Find Multiple Records (As Line Items) in SmartSuite
  • 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
3x-10x Less Expensive Than Zapier
Zapier
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricing

Integrate SmartSuite & Microsoft Dynamics 365 CRM In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate SmartSuite & Microsoft Dynamics 365 CRM with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate SmartSuite & Microsoft Dynamics 365 CRM With 1100+ Other Apps

undefined Integrations

SmartSuite is a versatile work management platform designed to optimize team productivity. It offers customizable workflows, AI-enhanced solutions, and seamless integrations, fostering collaboration across a myriad of tasks and projects

See SmartSuite Integrations
undefined Integrations

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

❤Trusted by 10,000+ Customers

Highest Rated Integration Platform on G2
Connect SmartSuite + Microsoft Dynamics 365 CRM Now
In Just 1 Click!
P
ProductHunt

Most upvoted product of the month

▲ 2000+
leadermost-implementableeasiest-to-do-businessbest-support