Microsoft Dynamics 365 CRM + Zoho CRM Integration

Integrate Microsoft Dynamics 365 CRM to Zoho CRM in one click, or tell Integrately AI how you want each lead handled. Capture leads, sync contact details, update records, and keep your pipeline moving automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
Arrow Right
2.
  • 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
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM
  • Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Zoho CRM
    Update module entry in Zoho CRM
  • Zoho CRM
    Search module entry in Zoho CRM
  • Zoho CRM
    Get module entry by Id in Zoho CRM
  • Zoho CRM
    Create or Update Contact in Zoho CRM
  • Zoho CRM
    Search contact in Zoho CRM
  • Zoho CRM
    Convert lead in Zoho CRM
  • Zoho CRM
    Search lead in Zoho CRM
  • Zoho CRM
    Add note to module entry in Zoho CRM
  • Zoho CRM
    Add tag in Zoho CRM

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 + Zoho CRM Integration

Capture leads, sync contact information, update account records, and keep your CRM pipelines aligned, all in just one click.

Most popular automationsmost-popular-automations
  • 1of3
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 + Zoho CRM flow

Connect marketing, support, and communication tools to extend your CRM workflow after leads sync. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Zoho CRM
+
Microsoft OutlookMicrosoft Outlook (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
CalendlyCalendly (4)
+
StripeStripe (4)
+
ZendeskZendesk (4)
Z
M
M
Create a contact in Microsoft Dynamics 365 CRM when a lead is created in Zoho CRM, and send an email notification in Microsoft Outlook.
New Zoho CRM leads appear in Microsoft Dynamics 365 CRM instantly and an email confirmation goes out via Microsoft Outlook, keeping your sales team aligned.
M
Z
M
When an account is created in Microsoft Dynamics 365 CRM, update the entry in Zoho CRM and send a summary email in Microsoft Outlook.
Keep Microsoft Dynamics 365 CRM and Zoho CRM in sync while alerting stakeholders via Microsoft Outlook.
M
Z
M
If a contact is created in Microsoft Dynamics 365 CRM, add it to Zoho CRM and send a follow-up email via Microsoft Outlook.
Automate contact synchronization and send immediate follow-ups without manual effort.
M
Z
M
When an opportunity is updated in Microsoft Dynamics 365 CRM, update Zoho CRM and send a status update via Microsoft Outlook.
Ensure your sales pipeline updates reflect instantly across platforms and notify managers in Microsoft Outlook.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Zoho CRM

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
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 →
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 →
Zoho CRM
Zoho CRM Triggers & Actions
Contact is created in Zoho CRM
Triggers the automation when a new contact is created
Try it →
Contact is updated in Zoho CRM
Triggers the automation when a contact is updated
Try it →
Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
Try it →
Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
Try it →
Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
Try it →
Lead is created in Zoho CRM
Triggers the automation when a new lead is created
Try it →
Lead is updated in Zoho CRM
Triggers the automation when the lead information is updated
Try it →
User is created in Zoho CRM
Triggers the automation when a new user is created
Try it →
Create or Update Lead in Zoho CRM
Try it →
Add attachment in Zoho CRM
Adds an attachment to an email or message
Try it →
Create module entry in Zoho CRM
Creates a new entry in a module
Try it →
Create or Update Module Entry in Zoho CRM
Creates or updates an entry in a module
Try it →
Update module entry in Zoho CRM
Updates the information for a module entry
Try it →
Search module entry in Zoho CRM
Searches for a module entry
Try it →
Get module entry by Id in Zoho CRM
Retrieves a module entry using its id
Try it →
Create or Update Contact in Zoho CRM
Adds or update contact information
Try it →
Search contact in Zoho CRM
Finds and retrieves contact information
Try it →
Convert lead in Zoho CRM
Convert potential leads into customers
Try it →
Search lead in Zoho CRM
Retrieves information for a particular lead
Try it →
Add note to module entry in Zoho CRM
Adds a note to a module entry
Try it →
Add tag in Zoho CRM
Adds tags to particular items based on predefined criteria
Try it →

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

Streamline your customer data workflows by connecting Microsoft Dynamics 365 CRM and Zoho CRM for real-time synchronization.

What you can automate?
🔄
Sync leads and contacts instantly
Automatically transfer new leads and contacts created in Microsoft Dynamics 365 CRM straight into Zoho CRM without any manual copying.
📋
Capture every submitted field
Map all available contact and account fields between Microsoft Dynamics 365 CRM and Zoho CRM to keep records complete.
🔔
Notify your team as it happens
Trigger instant team notifications in Slack or email whenever new Microsoft Dynamics 365 CRM records are synced to Zoho CRM.
🔀
Route records based on criteria
Apply conditional logic to direct Microsoft Dynamics 365 CRM leads to specific Zoho CRM pipelines based on custom field values.
✏️
Keep records updated in real time
Ensure updates made to opportunities or cases in Microsoft Dynamics 365 CRM reflect immediately in Zoho CRM.
👥
Prevent duplicate records
Search existing entries before creating new records to keep your Zoho CRM and Microsoft Dynamics 365 CRM databases clean.
Manage lifecycle status changes
Handle status updates, stage progressions, and account modifications automatically across both platforms.
🔌
Extend your workflow to Slack
Connect your Microsoft Dynamics 365 CRM and Zoho CRM core pipeline to Slack for instant team alerts.
And much more...

Who is Microsoft Dynamics 365 CRM + Zoho CRM integration for?

Teams managing customer data across platforms rely on this integration to eliminate manual entry, maintain accurate records, and accelerate sales cycles.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account executives
Account executives
Business development teams
Business development teams
Customer success leads
Customer success leads
Operations directors
Operations directors
📈
Performance marketers
You're running campaigns tracking Microsoft Dynamics 365 CRM leads, but your Zoho CRM contacts only update when someone manually exports data, so the conversion numbers you're optimising against are always a few hours behind — with this integration, every new lead lands in the CRM instantly and your data stays current.
💼
Sales managers
You need to act fast on new Microsoft Dynamics 365 CRM opportunities, and you find out too late because Zoho CRM hasn't been updated — automating both apps means every deal status flows instantly so your team can close faster.
🤝
Account executives
You answer to clients who want to see their contact information updated across platforms, but manual entries cause frustrating delays — this integration means every account change syncs automatically without double handling.
🚀
Business development teams
The volume of leads coming into Microsoft Dynamics 365 CRM is too high for anyone to keep up by hand, leading to missed follow-ups in Zoho CRM — integrating these apps means every submission syncs instantly so no prospect slips through.
👥
Customer success leads
You own the onboarding stage and depend on sales upstream to hand over Microsoft Dynamics 365 CRM data, but gaps leave you guessing — with this integration, contact details flow straight into Zoho CRM the moment records are created.
📋
Operations directors
You need a reliable history of customer interactions and keep finding gaps between Microsoft Dynamics 365 CRM and Zoho CRM records — automating both apps means every update is logged reliably from end to end.
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 + Zoho CRM

Build and manage your Microsoft Dynamics 365 CRM + Zoho CRM 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 + Zoho CRM 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
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Zoho CRM?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Zoho CRM in 1 click using ready automation templates on Integrately, or ask Integrately AI to build the integration for you. It also connects smoothly with apps like Microsoft Outlook, Mailchimp, and Slack.
Can I automatically sync new leads from Microsoft Dynamics 365 CRM to Zoho CRM?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Zoho CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Zoho CRM?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle contact updates in Zoho CRM?
Frequently Asked Questions
Can I update Zoho CRM records when opportunities change in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How do I automate Microsoft Dynamics 365 CRM and Zoho CRM without coding?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Zoho CRM 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 Zoho CRM With 1500+ Other Apps

Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Connect Microsoft Dynamics 365 CRM to email tools, project management apps, and marketing platforms to manage and follow up on your customer relationships.
Zoho CRM
Popular Zoho CRM Integrations
Sync Zoho CRM with accounting platforms, analytics software, and support systems to keep data working across your entire business stack.
See All
Zoho CRM Integrations arrow right
No popular apps found