Microsoft Dynamics CRM

Integration
Developer

Zapier

Last Updated

Mar 2017

Learn More

Dynamics CRM is a leading customer resource management and enterprise resource planning software.

Automate your Microsoft CRM Investment With ProcessPlan

  • Create a contact in CRM from ProcessPlan.
  • Start a process when a new account is added to Dynamics.
  • Update a lead from a ProcessPlan task.
  • Update a ProcessPlan task when a new lead is created in Dynamics.
  • and more!

 

To Use This Integration

  1. Sign up for a ProcessPlan and a be a Microsoft Dynamics customer.
  2. Implement a Zapier account in ProcessPlan.
  3. Implement a ZAP in Zapier.