Freshworks CRM (Freshsales Suite) + Microsoft Dynamics 365 Business Central Integration
Integrate Freshworks CRM (Freshsales Suite) to Microsoft Dynamics 365 Business Central (Beta in one click, or tell Integrately AI how you want each contact handled. Sync contacts and deals, update records, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Freshworks CRM (Freshsales Suite)- Contact is updated in Freshworks CRM (Freshsales Suite)
- Deal is updated in Freshworks CRM (Freshsales Suite)
- Deal is created in Freshworks CRM (Freshsales Suite)
- Task is created in Freshworks CRM (Freshsales Suite)
- Account is created in Freshworks CRM (Freshsales Suite)
- Account is updated in Freshworks CRM (Freshsales Suite)
Record is created in Microsoft Dynamics 365 Business Central- Record is updated in Microsoft Dynamics 365 Business Central
2.
- Search contact in Freshworks CRM (Freshsales Suite)
- Create product in Freshworks CRM (Freshsales Suite)
- Create contact in Freshworks CRM (Freshsales Suite)
- Search contact by email in Freshworks CRM (Freshsales Suite)
- Update contact in Freshworks CRM (Freshsales Suite)
- Search contact by phone number in Freshworks CRM (Freshsales Suite)
- Get contact by id in Freshworks CRM (Freshsales Suite)
- Add note to a contact in Freshworks CRM (Freshsales Suite)
- Create task for contact in Freshworks CRM (Freshsales Suite)
- Delete contact in Freshworks CRM (Freshsales Suite)
- Create deal in Freshworks CRM (Freshsales Suite)
- Get deal by id in Freshworks CRM (Freshsales Suite)
- Search deal by name in Freshworks CRM (Freshsales Suite)
- Create task for deal in Freshworks CRM (Freshsales Suite)
- Add note to a deal in Freshworks CRM (Freshsales Suite)
- Update deal in Freshworks CRM (Freshsales Suite)
- Create or Update contact in Freshworks CRM (Freshsales Suite)
- Create account in Freshworks CRM (Freshsales Suite)
- Create task for an account in Freshworks CRM (Freshsales Suite)
- Get account by id in Freshworks CRM (Freshsales Suite)
- Search account by name in Freshworks CRM (Freshsales Suite)
- Add note to an account in Freshworks CRM (Freshsales Suite)
- Mark task as completed in Freshworks CRM (Freshsales Suite)
- Get task by id in Freshworks CRM (Freshsales Suite)
- Update record in Microsoft Dynamics 365 Business Central
- Create record in Microsoft Dynamics 365 Business Central
- Search record in Microsoft Dynamics 365 Business Central
Trusted by experts at...
Ready Workflows for Freshworks CRM (Freshsales Suite) + Microsoft Dynamics 365 Business Central Integration
Capture leads, organise records, keep accounts updated, alert your team, and send follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Freshworks CRM (Freshsales Suite) + Microsoft Dynamics 365 Business Central (Beta flow
Connect customer orders, marketing campaigns, accounting invoices, and team alerts after your core records sync. Pick a combination and activate it in one click.
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Shopify (4)
Shopify (4) +
HubSpot (4)
HubSpot (4) +
Mailchimp (4)
Mailchimp (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
Slack (4)
Slack (4) +
Stripe (4)
Stripe (4) S
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Add every new Shopify customer to Freshworks CRM (Freshsales Suite), and create a record in Microsoft Dynamics 365 Business Central (Beta.
New Shopify customers appear in Freshworks CRM (Freshsales Suite) and create matching records in Microsoft Dynamics 365 Business Central (Beta instantly.
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When a Shopify order is created, update the matching Freshworks CRM (Freshsales Suite) deal and create a record in Microsoft Dynamics 365 Business Central (Beta.
Shopify orders automatically update Freshworks CRM (Freshsales Suite) deals and create records in Microsoft Dynamics 365 Business Central (Beta.
S
F
M
When a Shopify product is updated, create a product in Freshworks CRM (Freshsales Suite) and update the record in Microsoft Dynamics 365 Business Central (Beta.
Keep product catalogs synchronized between Shopify, Freshworks CRM (Freshsales Suite), and Microsoft Dynamics 365 Business Central (Beta.
S
C
F
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Use ChatGPT to summarise new Shopify customer feedback, save a note in Freshworks CRM (Freshsales Suite), and create a record in Microsoft Dynamics 365 Business Central (Beta.
ChatGPT analyses Shopify feedback, logs notes in Freshworks CRM (Freshsales Suite), and creates records in Microsoft Dynamics 365 Business Central (Beta.
Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Microsoft Dynamics 365 Business Central
Mix and match to build the exact automation you need
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
Try it → Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
Try it → Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
Try it → Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
Try it → Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
Try it → Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
Try it → Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
Try it → What can you automate with Freshworks CRM (Freshsales Suite) + Microsoft Dynamics 365 Business Central (Beta?
Streamline your customer records, sales pipelines, and financial data with instant automated workflows.
🔄
Sync new contacts and customer records instantly
Create a record in Microsoft Dynamics 365 Business Central (Beta the moment a new contact is created in Freshworks CRM (Freshsales Suite). Eliminate manual copying and keep both systems perfectly aligned.
📋
Capture every submitted field and note
Map all available contact details, tasks, and notes across Freshworks CRM (Freshsales Suite) and Microsoft Dynamics 365 Business Central (Beta. Ensure your enterprise records contain complete context for every client.
🔔
Alert your team the moment a deal updates
Notify team members immediately when deal stages change or accounts are created in Freshworks CRM (Freshsales Suite). Keep sales and operations informed without switching between platforms.
🔀
Route records based on custom field criteria
Trigger different actions depending on deal values, enterprise tiers, or account types submitted in Freshworks CRM (Freshsales Suite). Direct high-value prospects to priority workflows automatically.
✏️
Keep enterprise records updated in real time
Automatically update Microsoft Dynamics 365 Business Central (Beta records whenever contact information or deal stages change in Freshworks CRM (Freshsales Suite). Maintain absolute data consistency.
🔍
Search and update instead of creating duplicates
Search existing contacts and records before creating new entries. Update matching profiles in Freshworks CRM (Freshsales Suite) and Microsoft Dynamics 365 Business Central (Beta to maintain a clean database.
💳
Handle later status changes and renewals
Manage subscription renewals, payment failures, and closed-won deals across Freshworks CRM (Freshsales Suite) and Microsoft Dynamics 365 Business Central (Beta without manual tracking.
🔌
Extend your workflow to marketing and messaging apps
Connect Slack, HubSpot, Mailchimp, or QuickBooks Online to your core Freshworks CRM (Freshsales Suite) and Microsoft Dynamics 365 Business Central (Beta flow for multi-step operations.
And much more...
Who is Freshworks CRM (Freshsales Suite) + Microsoft Dynamics 365 Business Central (Beta integration for?
Operations, sales, and finance teams eliminate manual data re-entry between CRM pipelines and enterprise accounting systems to keep workflows accurate and fully aligned.
Financial analysts
Sales managers
Account executives
Operations directors
Customer success leads
Compliance officers
📈
Financial analysts
You're reviewing revenue reports in Freshworks CRM (Freshsales Suite), but your financial ledger only updates when someone manually exports deal records, so the revenue counts you're forecasting against are always hours behind — this integration means every closed deal lands in your accounting system instantly and your numbers stay current.
⚡
Sales managers
You need to act fast on new prospect inquiries in Freshworks CRM (Freshsales Suite), but team notifications fail to trigger in time because reps are stuck copying details by hand, so hot leads go cold before anyone reaches out — with this integration, every contact creates records and alerts your team immediately.
🤝
Account executives
You answer to enterprise clients who expect immediate updates on contract milestones, but record keeping across separate apps leads to missing status updates, so clients find out about delays too late — this integration means every deal stage change syncs instantly across your customer records.
📊
Operations directors
The volume of new contacts and deals is too high for your staff to keep up with by hand, leading to data entry errors and backlog, so customer records remain fragmented across tools — automating both apps means every record is created and updated accurately without manual intervention.
👥
Customer success leads
You own the onboarding stage and depend on sales reps to hand over account details from Freshworks CRM (Freshsales Suite), but manual handoffs cause communication gaps, so client onboarding stalls — connecting these apps means every account is established instantly for seamless handoffs.
📋
Compliance officers
You need a reliable audit history of customer interactions, but manual record updates leave dangerous gaps in your database logs, so compliance audits become stressful — this integration means every contact, task, and record modification is tracked seamlessly.
Did you know?
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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Microsoft Dynamics 365 Business Central
Build and manage your Freshworks CRM (Freshsales Suite) + Microsoft Dynamics 365 Business Central automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Freshworks CRM (Freshsales Suite) + Microsoft Dynamics 365 Business Central with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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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
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
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
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
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.
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Frequently Asked Questions
How do I connect Freshworks CRM (Freshsales Suite) to Microsoft Dynamics 365 Business Central (Beta?
You can connect Freshworks CRM (Freshsales Suite) to Microsoft Dynamics 365 Business Central (Beta instantly using ready workflows or Integrately AI. With 1-click setup, you can sync contacts and records across your business tools alongside apps like Slack and QuickBooks Online.
Can I automatically create records in Microsoft Dynamics 365 Business Central (Beta when a Freshworks CRM (Freshsales Suite) contact is created?
Can I connect Freshworks CRM (Freshsales Suite), Microsoft Dynamics 365 Business Central (Beta, and HubSpot?
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and Microsoft Dynamics 365 Business Central (Beta?
How are contact updates handled between Freshworks CRM (Freshsales Suite) and Microsoft Dynamics 365 Business Central (Beta?
Can deal updates in Freshworks CRM (Freshsales Suite) modify Microsoft Dynamics 365 Business Central (Beta records?
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and Microsoft Dynamics 365 Business Central (Beta?
Is the Freshworks CRM (Freshsales Suite) and Microsoft Dynamics 365 Business Central (Beta integration free?
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