Connect and Integrate
Salesforce with Dynamics 365

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

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Easy Steps to Connect
Salesforce and Dynamics 365

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Select a trigger in Salesforce

Choose an event in Salesforce like “Opportunity Closed Won,” to set off your automation.

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Automate an Action in Dynamics 365

Connect your Dynamics 365 account and select an action like “Take action in Dynamics 365” to make your work flow.

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Customize the Workflow

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

Here's Some Easy Salesforce Automations
and Dynamics 365 Automations to Try!

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Convert Stripe Customers to Salesforce Leads

Discover how Salesforce and Stripe can simplify everything you do.

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Add customer to ActiveCampaign whenever a Salesforce deal is won

Transform your workflow with Salesforce & ActiveCampaign leading the way.

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Stay updated on Gmail with Salesforce task updates

Double the efficiency—Salesforce + Gmail team up for your success.

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Convert Shopify orders into Salesforce leads

Why struggle? Salesforce + Shopify make every task easier to manage.

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Create or update HubSpot contacts with new Salesforce leads

Salesforce and HubSpot together? That’s how you get more done, faster.

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Add targeted Gmail emails to Salesforce campaigns

Focus on what matters. Salesforce + Gmail handle the rest!

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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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Create Freshdesk companies from new Dynamics 365 CRM leads

Get more done with Dynamics 365 & Freshdesk—they’re a perfect match!

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About Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that helps businesses streamline sales, service, marketing, and commerce operations. It helps teams to manage customer interactions, automate workflows, and build custom apps on the Salesforce Lightning platform. With AI-powered tools like Salesforce Einstein, it is a popular CRM that supports data-driven decisions, making it ideal for businesses of all sizes.
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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.
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