Microsoft Dynamics 365 CRM + Clockify Integration

Integrate Clockify to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each task handled. Track time and project progress, update accounts and leads, alert your team, and sync client records automatically.

Integrate For Free arrow rightGoogle Logo Sign Up With Google
Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Sales order is created 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
  • Clockify
    User is joined workspace in Clockify Instant
  • Clockify
    Invoice is created in Clockify Instant
  • Clockify
    Invoice is updated in Clockify Instant
  • Clockify
    Time entry is updated in Clockify Instant
  • Clockify
    Time entry is deleted in Clockify Instant
  • Clockify
    User is deactivated workspace in Clockify Instant
  • Clockify
    User is activated workspace in Clockify Instant
  • Clockify
    User is deleted from workspace in Clockify Instant
  • Clockify
    User is updated in Clockify Instant
  • Clockify
    New approval request is created in Clockify Instant
  • Clockify
    Approval request status is updated in Clockify Instant
  • Clockify
    Time off is requested in Clockify Instant
  • Clockify
    Time off request is approved in Clockify Instant
  • Clockify
    Time off request is rejected in Clockify Instant
  • Clockify
    Time off request is withdrawn in Clockify Instant
  • Clockify
    Time entry is created in Clockify
  • Clockify
    Task is created in Clockify Instant
  • Clockify
    Timer is started in Clockify Instant
  • Clockify
    Timer is stopped in Clockify Instant
  • Clockify
    Project is created in Clockify Instant
  • Clockify
    Workspace is created in Clockify
  • Clockify
    Client is created in Clockify Instant
  • Clockify
    Tag is created in Clockify Instant
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
  • Clockify
    Create invoice in Clockify
  • Clockify
    Create group in Clockify
  • Clockify
    Search group in Clockify
  • Clockify
    Update group in Clockify
  • Clockify
    Delete group in Clockify
  • Clockify
    Add user to group in Clockify
  • Clockify
    Remove user from group in Clockify
  • Clockify
    Create task in Clockify
  • Clockify
    Search task in Clockify
  • Clockify
    Create Project in Clockify
  • Clockify
    Search Project in Clockify
  • Clockify
    Get project by id in Clockify
  • Clockify
    Get task by id in Clockify
  • Clockify
    Update Project in Clockify
  • Clockify
    Create Time Entry in Clockify
  • Clockify
    Search time entry in Clockify
  • Clockify
    Start Timer in Clockify
  • Clockify
    Stop Timer in Clockify
  • Clockify
    Search client in Clockify
  • Clockify
    Create client in Clockify
  • Clockify
    Search client by id in Clockify
  • Clockify
    Search Tag in Clockify
  • Clockify
    Create tag in Clockify

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 Clockify + Microsoft Dynamics 365 CRM Integration

Track billable hours, update leads, sync project tasks, alert your team, and manage client accounts, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + Clockify Integration

Create Clockify task for new Microsoft Dynamics 365 CRM contact

Microsoft Dynamics 365 CRM and Clockify are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Microsoft Dynamics 365 CRM, do you also create a task in Clockify? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
See more
Activate
  • 1of1
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 Clockify + Microsoft Dynamics 365 CRM flow

Keep your finance, messaging, and project management tools updated alongside your time tracking and CRM data. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Clockify
+
Microsoft ExcelMicrosoft Excel (6)
+
QuickBooks OnlineQuickBooks Online (5)
+
SlackSlack (5)
+
AsanaAsana (5)
+
Google DriveGoogle Drive (5)
+
GmailGmail (5)
C
M
M
Add every new Clockify time entry to Microsoft Excel, and create a lead in Microsoft Dynamics 365 CRM
Clockify time entries appear in your Microsoft Excel spreadsheet instantly while updating leads in Microsoft Dynamics 365 CRM, so your billing records and CRM stay fully aligned.
C
M
M
Log every new Clockify client in Microsoft Excel, and create an account in Microsoft Dynamics 365 CRM
New Clockify clients are logged in Microsoft Excel and added as accounts in Microsoft Dynamics 365 CRM automatically, eliminating duplicate data entry.
C
M
M
When a Clockify invoice is created, log it in Microsoft Excel and update the account in Microsoft Dynamics 365 CRM
New invoices generated in Clockify automatically populate Microsoft Excel rows and update Microsoft Dynamics 365 CRM accounts for accurate financial tracking.
C
M
M
Create a Microsoft Excel row for every new Clockify project, and search the account in Microsoft Dynamics 365 CRM
Every new Clockify project is logged in Microsoft Excel while searching for the matching account in Microsoft Dynamics 365 CRM for reference.
C
M
M
When a time off request is approved in Clockify, log it in Microsoft Excel and update the contact in Microsoft Dynamics 365 CRM
Approved time off requests in Clockify update Microsoft Excel logs and adjust contact records in Microsoft Dynamics 365 CRM instantly.
C
C
M
M
Use ChatGPT to summarise Clockify time entries, log the summary in Microsoft Excel, and update Microsoft Dynamics 365 CRM
ChatGPT summarises new Clockify time entries before logging them in Microsoft Excel and updating your Microsoft Dynamics 365 CRM records.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Clockify

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
Try it →
Sales order is created in Microsoft Dynamics 365 CRM
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 →
Clockify
Clockify Triggers & Actions
Instant
User is joined workspace in Clockify
Triggers when a user joins a workspace
Try it →
Instant
Invoice is created in Clockify
Triggers when an invoice is created
Try it →
Instant
Invoice is updated in Clockify
Triggers when an invoice is updatedTriggers when an invoice is updated
Try it →
Instant
Time entry is updated in Clockify
Triggers when a time entry is updated
Try it →
Instant
Time entry is deleted in Clockify
Triggers when a time entry is deleted
Try it →
Instant
User is deactivated workspace in Clockify
Triggers when a user is deactivated from a workspace
Try it →
Instant
User is activated workspace in Clockify
Triggers when a user is activated in a workspace
Try it →
Instant
User is deleted from workspace in Clockify
Triggers when a user is deleted from a workspace
Try it →
Instant
User is updated in Clockify
Triggers when a user is updated
Try it →
Instant
New approval request is created in Clockify
Triggers when a new approval request is created
Try it →
Instant
Approval request status is updated in Clockify
Triggers when approval request status is updated
Try it →
Instant
Time off is requested in Clockify
Triggers when time off is requested
Try it →
Instant
Time off request is approved in Clockify
Triggers when a time off request is approved
Try it →
Instant
Time off request is rejected in Clockify
Triggers when a time off request is rejected
Try it →
Instant
Time off request is withdrawn in Clockify
Triggers when a time off request is withdrawn
Try it →
Time entry is created in Clockify
Triggers the automation when a new time entry is created
Try it →
Instant
Task is created in Clockify
Triggers the automation when a new task is created
Try it →
Instant
Timer is started in Clockify
Triggers the automation when a timer is started
Try it →
Instant
Timer is stopped in Clockify
Triggers the automation when the timer is stopped
Try it →
Instant
Project is created in Clockify
Triggers the automation when a new project is created
Try it →
Workspace is created in Clockify
Triggers the automation when a new workspace is created
Try it →
Instant
Client is created in Clockify
Triggers the automation when a new client is created
Try it →
Instant
Tag is created in Clockify
Triggers the automation when a tag is added
Try it →
Create invoice in Clockify
Generates a new invoice.
Try it →
Create group in Clockify
Creates a new group
Try it →
Search group in Clockify
Searches for a group
Try it →
Update group in Clockify
Updates a group
Try it →
Delete group in Clockify
Deletes a group
Try it →
Add user to group in Clockify
Adds a user to a group
Try it →
Remove user from group in Clockify
Removes a user from a group
Try it →
Create task in Clockify
Creates a new task
Try it →
Search task in Clockify
Searches for a task
Try it →
Create Project in Clockify
Creates a new project
Try it →
Search Project in Clockify
Searches for a project
Try it →
Get project by id in Clockify
Retrieves project information using the project id
Try it →
Get task by id in Clockify
Retrieves a task using its id
Try it →
Update Project in Clockify
Updates project information
Try it →
Create Time Entry in Clockify
Creates a new time entry without manual input
Try it →
Search time entry in Clockify
Searches for a time entry
Try it →
Start Timer in Clockify
Initiates a countdown or stopwatch for tracking time
Try it →
Stop Timer in Clockify
Stops the timer countdown
Try it →
Search client in Clockify
Searches for a client
Try it →
Create client in Clockify
Generates a new client profile
Try it →
Search client by id in Clockify
Searches for a client based on their id
Try it →
Search Tag in Clockify
Searches for a tag
Try it →
Create tag in Clockify
Generates a new tag
Try it →

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

Streamline time tracking, CRM updates, and client management with powerful automated workflows.

What you can automate?
⏱️
Sync time entries to CRM leads instantly
Automatically create or update Microsoft Dynamics 365 CRM leads and accounts whenever time entries or projects are created in Clockify. Keep your sales pipeline and time tracking aligned without manual data entry.
📋
Capture every submitted project and task field
Map all available Clockify task and project details into your Microsoft Dynamics 365 CRM records instead of just basic names. Ensure your CRM captures comprehensive project metadata for better reporting.
🔔
Notify your team the moment hours are logged
Send instant alerts to your team members or channels whenever new billable hours or project milestones are recorded in Clockify. Keep everyone informed of project progress in real time.
🔀
Route data based on project attributes
Trigger different actions in Microsoft Dynamics 365 CRM depending on specific Clockify project categories or client tiers. Direct enterprise accounts and standard projects to the correct CRM pipelines automatically.
🔄
Keep CRM records updated as time changes
Automatically update existing Microsoft Dynamics 365 CRM records whenever time entries, tasks, or invoices are modified in Clockify. Maintain accurate and up-to-date customer histories.
🔍
Search and update instead of creating duplicates
Search for existing accounts and contacts in Microsoft Dynamics 365 CRM before creating new records from Clockify data. Keep your CRM database clean and free of duplicate entries.
💼
Handle invoice and payment status changes
Automatically update Microsoft Dynamics 365 CRM sales orders and accounts when invoices are created or modified in Clockify. Ensure billing milestones reflect correctly in your sales pipeline.
🚀
Extend your workflow to Microsoft Excel
Connect Clockify and Microsoft Dynamics 365 CRM with Microsoft Excel to log time entries in spreadsheets while updating your CRM records. Build multi-app pipelines that fit your exact business needs.
And much more...

Who is Clockify + Microsoft Dynamics 365 CRM integration for?

Operations managers, finance teams, and account executives depend on this integration to eliminate manual time tracking gaps, keep client data aligned, and automate billing workflows across both systems.

Operations Managers
Operations Managers
Sales Directors
Sales Directors
Account Managers
Account Managers
Finance Leads
Finance Leads
Project Coordinators
Project Coordinators
Business Analysts
Business Analysts
📈
Operations Managers
You review team billable hours and project progress every week, but your time tracking logs and CRM records fall out of sync, so the productivity reports you present are always outdated — with this integration, every time entry updates your CRM records instantly and your data stays accurate.
⚡
Sales Directors
You need to track billable client hours against open sales opportunities right away, but manual handoffs between time trackers and CRM tools leave pipeline stages blind for days — with this integration, every project update flows straight into your CRM leads so your sales team can act immediately.
📋
Account Managers
You answer to clients who request detailed progress and time reports, but gathering hours across disparate apps takes hours of manual collation — with this integration, every client activity is logged automatically and your account records reflect real-time project effort.
🔄
Finance Leads
You manage high volumes of billable projects and client invoices, but manual data entry between time trackers and financial tools leads to costly billing errors — with this integration, every invoice and time entry syncs across platforms without manual intervention.
🎯
Project Coordinators
You depend on sales teams to hand over client accounts so you can set up project trackers and time tracking spaces, but details often get lost in transit — with this integration, every new client and project triggers automated workspace setups across your tools.
🛡️
Business Analysts
You rely on complete historical data to forecast resource allocation, but fragmented time tracking and CRM records create gaps in your reports — with this integration, every task and client record is preserved accurately across both systems.
Try This Integration – No Code Neededarrow right
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 + Clockify

Build and manage your Microsoft Dynamics 365 CRM + Clockify 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 + Clockify 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
Connect Microsoft Dynamics 365 CRM + Clockify Now arrow right
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricingarrow right

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

▲ 2000+
Connect Microsoft Dynamics 365 CRM + Clockify Now arrow right
In Just 1 Click!
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Clockify to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Clockify to Microsoft Dynamics 365 CRM in 1-click using ready-made workflows on Integrately, or ask Integrately AI to build your integration with apps like Microsoft Excel, Slack, and QuickBooks Online.
Can I automatically sync Clockify time entries to Microsoft Dynamics 365 CRM leads?
Frequently Asked Questions
Can I connect Clockify, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clockify and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does Clockify handle time entries and project data in this integration?
Frequently Asked Questions
How are Microsoft Dynamics 365 CRM leads and accounts updated from Clockify?
Frequently Asked Questions
Do I need coding skills to automate Clockify and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the Clockify and Microsoft Dynamics 365 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 Clockify or Microsoft Dynamics 365 CRM With 1500+ Other Apps

Clockify
Popular Clockify Integrations
Connect time tracking with project management, invoicing, and reporting tools to keep billable hours flowing across your stack.
See All
Clockify Integrations arrow right
No popular apps found
Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Sync CRM data with marketing, customer support, and sales engagement platforms to drive superior customer experiences.
See All
Microsoft Dynamics 365 CRM Integrations arrow right
No popular apps found