Connect and Integrate
Dynamics 365 with Zoho CRM

Connect Dynamics 365 to Zoho CRM and watch how much smoother your workflows can become with automation.

Easy Steps to Connect
Dynamics 365 and Zoho CRM

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Select a trigger in Dynamics 365

Choose an event in Dynamics 365 like “New event in Dynamics 365,” to set off your automation.

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Automate an Action in Zoho CRM

Connect your Zoho CRM account and select an action like “Take action in Zoho CRM” to make your work flow.

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Customize the Workflow

Build your Dynamics 365 - Zoho CRM automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Dynamics 365 and Zoho CRM
to Automate these Workflows

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Create Freshdesk contacts from Dynamics 365 CRM leads

Transform your workflow with Dynamics 365 & Freshdesk leading the way.

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Generate Freshdesk tickets for updated Dynamics 365 CRM contacts

Dynamics 365 and Freshdesk—because your workflow deserves an upgrade.

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Create Freshdesk contacts from new Dynamics 365 CRM leads

Dynamics 365 & Freshdesk working together means less stress, more success.

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Update Salesforce Records from Zoho CRM Module Changes

Focus on what matters. Zoho CRM + Salesforce handle the rest!

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Update Freshdesk tickets with new Zoho CRM contact notes

Discover how Zoho CRM and Freshdesk can simplify everything you do.

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Update Freshdesk tickets with notes from new or updated Zoho CRM contacts

Why struggle? Zoho CRM + Freshdesk make every task easier to manage.

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Log detailed notes in Freshdesk for new Zoho CRM contacts

Zoho CRM and Freshdesk—because your workflow deserves an upgrade.

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Create Zoho invoices from Zoho CRM purchase orders

Discover how Zoho CRM and Zoho invoice can simplify everything you do.

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Create Zoho Desk accounts from updated Zoho CRM contacts

Zoho CRM + Zoho Desk: A duo that makes your tasks feel effortless!

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Update Zendesk ticket comments from Zoho CRM entries

Zoho CRM & Zendesk working together means less stress, more success.

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Create Zendesk tickets from new or updated Zoho CRM entries

Zoho CRM and Zendesk—because your workflow deserves an upgrade.

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Add comments to Zendesk tickets from Zoho CRM entries

Zoho CRM and Zendesk—because your workflow deserves an upgrade.

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Create Zendesk tickets for new Zoho CRM leads

Say goodbye to manual work. Zoho CRM + Zendesk have you covered!

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Create Zendesk users from Zoho CRM entries

Work smarter, not harder—Zoho CRM + Zendesk streamline every task.

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Create Zendesk tickets for new Zoho CRM contacts

Get more done with Zoho CRM & Zendesk—they’re a perfect match!

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Create Xero bills from updated Zoho CRM entries

Work smarter, not harder—Zoho CRM + Xero streamline every task.

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Create and email sales invoices in Xero from Zoho CRM entries

Unlock a new level of ease. Zoho CRM + Xero get it done for you.

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Update Xero contacts for new Zoho CRM contacts

Zoho CRM and Xero—because your workflow deserves an upgrade.

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Create bills in Xero from updated Zoho CRM entries

Why wait? Zoho CRM + Xero bring efficiency to your day, every day.

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Update Xero contacts from new Zoho CRM entries

Why wait? Zoho CRM + Xero bring efficiency to your day, every day.

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Create Xero contacts from updated Zoho CRM entries

Take your work to the next level. Zoho CRM and Xero make it happen!

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Create Wufoo entries from new Zoho CRM leads

Zoho CRM and Wufoo—because your workflow deserves an upgrade.

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Send SMS notifications in Twilio for new leads in Zoho CRM

Take your work to the next level. Zoho CRM and Twilio make it happen!

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Make calls in Twilio for updated Zoho CRM module entries

Ready to boost productivity? Let Zoho CRM + Twilio take over.

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Make calls in Twilio for new Zoho CRM module entries

Why struggle? Zoho CRM + Twilio make every task easier to manage.

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Add new Twilio recordings to Zoho CRM as module entries

Let Zoho CRM and Twilio handle the details—you focus on the big picture!

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Make phone call in Twilio for updated Zoho CRM contacts

Make life easier! Zoho CRM + Twilio smooth out your workflows.

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Send Twilio SMS messages for new Zoho CRM calls

Unlock a new level of ease. Zoho CRM + Twilio get it done for you.

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Create Trello cards for new Zoho CRM module entries

Zoho CRM and Trello together? That’s how you get more done, faster.

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Create Trello cards for new Zoho CRM leads

Focus on what matters. Zoho CRM + Trello handle the rest!

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Create Trello cards for new Zoho CRM contacts

Transform your workflow with Zoho CRM & Trello leading the way.

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Create Trello cards for updated Zoho CRM contacts

Take your work to the next level. Zoho CRM and Trello make it happen!

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Create Trello cards for new Zoho CRM tasks

Double the efficiency—Zoho CRM + Trello team up for your success.

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Create Trello boards for new Zoho CRM leads

Say hello to effortless productivity with Zoho CRM and Trello!

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Add Stripe customers to Zoho CRM as module entries

Let Zoho CRM and Stripe handle the details—you focus on the big picture!

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Create Stripe customers from new Zoho CRM entries

Unlock a new level of ease. Zoho CRM + Stripe get it done for you.

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Create Stripe customers from new Zoho CRM module entries

Why struggle? Zoho CRM + Stripe make every task easier to manage.

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Create Stripe subscriptions for new Zoho CRM leads

Transform your workflow with Zoho CRM & Stripe leading the way.

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Create Stripe customers from updated Zoho CRM contacts

Transform your workflow with Zoho CRM & Stripe leading the way.

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Create Stripe customers from new Zoho CRM contacts

Zoho CRM and Stripe give you time back—automate your busywork.

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Create Stripe payment links for new Zoho CRM module entries

Why struggle? Zoho CRM + Stripe make every task easier to manage.

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About Dynamics 365

Dynamics 365 is a cloud-based suite of intelligent business applications developed by Microsoft like Power BI and Azure Logic Apps. It combines enterprise resource planning (ERP) and customer relationship management (CRM) functions, offering tools for sales, marketing, customer service, finance, operations, and more.
Learn more

About Zoho CRM

Zoho CRM is a cloud-based platform that streamlines sales, marketing, and customer support processes. It offers customizable tools like lead management, sales automation, and AI-powered insights. Ideal for businesses of all sizes, Zoho CRM helps enhance productivity, improve customer engagement, and drive informed decisions while integrating seamlessly with other apps.
Learn more