Microsoft Dynamics 365 CRM + JobAdder Integration

Integrate JobAdder to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each candidate handled. Sync candidate details, update your CRM records, alert your hiring team, and trigger follow-ups automatically.

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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
  • JobAdder
    Placement added to folder in JobAdder Instant
  • JobAdder
    Placement is approved in JobAdder Instant
  • JobAdder
    Job status is changed in JobAdder Instant
  • JobAdder
    Contact removed from folder in JobAdder Instant
  • JobAdder
    Contact added to folder in JobAdder Instant
  • JobAdder
    Company removed from folder in JobAdder Instant
  • JobAdder
    Company added to folder in JobAdder Instant
  • JobAdder
    Placement removed from folder in JobAdder Instant
  • JobAdder
    Job application removed from folder in JobAdder Instant
  • JobAdder
    Job application added to folder in JobAdder Instant
  • JobAdder
    Candidate removed from folder in JobAdder Instant
  • JobAdder
    Candidate added to folder in JobAdder Instant
  • JobAdder
    Job removed from folder in JobAdder Instant
  • JobAdder
    Job added to folder in JobAdder Instant
  • JobAdder
    Candidate status is changed in JobAdder Instant
  • JobAdder
    Placement status is changed in JobAdder Instant
  • JobAdder
    Interview is scheduled in JobAdder Instant
  • JobAdder
    Contact status is changed in JobAdder Instant
  • JobAdder
    Company status is changed in JobAdder Instant
  • JobAdder
    Candidate is updated in JobAdder Instant
  • JobAdder
    Job application status is changed in JobAdder Instant
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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
  • JobAdder
    Add note to placement in JobAdder
  • JobAdder
    Update candidate in JobAdder
  • JobAdder
    Get job application by job id in JobAdder
  • JobAdder
    Get placement by job id in JobAdder
  • JobAdder
    Search job in JobAdder
  • JobAdder
    Search contact in JobAdder
  • JobAdder
    Search company in JobAdder
  • JobAdder
    Search candidate in JobAdder
  • JobAdder
    Add attachment to job in JobAdder
  • JobAdder
    Update company in JobAdder
  • JobAdder
    Add note to job in JobAdder
  • JobAdder
    Create contact in JobAdder
  • JobAdder
    Create candidate in JobAdder
  • JobAdder
    Add note to company in JobAdder
  • JobAdder
    Add attachment to candidate in JobAdder
  • JobAdder
    Create job in JobAdder
  • JobAdder
    Create company in JobAdder
  • JobAdder
    Add note to contact in JobAdder
  • JobAdder
    Add candidate to a job in JobAdder
  • JobAdder
    Add note to candidate in JobAdder
  • JobAdder
    Update contact in JobAdder
  • JobAdder
    Add note to job application in JobAdder

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Ready Workflows Ready Workflows for JobAdder + Microsoft Dynamics 365 CRM Integration

Capture candidates, sync contact records, update pipeline statuses, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
Microsoft Dynamics 365 CRM + JobAdder Integration

Create JobAdder contact for new Microsoft Dynamics 365 CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Microsoft Dynamics 365 CRM - JobAdder integration, anytime a new Microsoft Dynamics 365 CRM contact is created, an JobAdder contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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JobAdder + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new JobAdder contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this JobAdder - Microsoft Dynamics 365 CRM integration, anytime a new JobAdder contact is created, an Microsoft Dynamics 365 CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Connect more apps to your JobAdder + Microsoft Dynamics 365 CRM flow

Extend your hiring pipeline with team chats, calendar bookings, and document signing tools. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
JobAdder
+
Microsoft OutlookMicrosoft Outlook (4)
+
LinkedInLinkedIn (4)
+
Microsoft TeamsMicrosoft Teams (4)
+
CalendlyCalendly (4)
+
ZoomZoom (4)
+
DocuSignDocuSign (4)
J
M
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Add every new candidate from JobAdder to Microsoft Dynamics 365 CRM, and send a notification email in Microsoft Outlook.
New JobAdder candidates appear in Microsoft Dynamics 365 CRM instantly while Microsoft Outlook notifies your team, removing manual data entry.
J
M
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When a JobAdder candidate status changes, update the Microsoft Dynamics 365 CRM contact and email the hiring manager in Microsoft Outlook.
Status changes in JobAdder update Microsoft Dynamics 365 CRM instantly and Microsoft Outlook sends an email update to keep stakeholders informed.
J
M
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Use Claude to evaluate JobAdder candidate notes, create a contact in Microsoft Dynamics 365 CRM, and email a summary via Microsoft Outlook.
Claude summarises candidate notes from JobAdder before Microsoft Dynamics 365 CRM stores the contact and Microsoft Outlook emails the brief.
J
M
M
A
When a JobAdder placement is approved, update Microsoft Dynamics 365 CRM, send confirmation in Microsoft Outlook, and create a task in Asana.
Approved placements in JobAdder update Microsoft Dynamics 365 CRM, trigger a Microsoft Outlook email, and create an onboarding task in Asana.

Supported triggers and actions for Microsoft Dynamics 365 CRM and JobAdder

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
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Sales order is created in Microsoft Dynamics 365 CRM
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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JobAdder
JobAdder Triggers & Actions
Instant
Placement added to folder in JobAdder
Triggers the automation when a placement is added to a folder
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Instant
Placement is approved in JobAdder
Triggers the automation when a placement is approved
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Instant
Job status is changed in JobAdder
Triggers the automation when the status of any job changes
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Instant
Contact removed from folder in JobAdder
Triggers the automation when a contact is removed from a folder
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Instant
Contact added to folder in JobAdder
Triggers the automation when a contact is added to a folder
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Instant
Company removed from folder in JobAdder
Triggers the automation when a company is removed from a folder
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Instant
Company added to folder in JobAdder
Triggers the automation when a new company is added to a folder
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Instant
Placement removed from folder in JobAdder
Triggers the automation when a placement is removed from a folder
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Instant
Job application removed from folder in JobAdder
Triggers the automation when a job application is removed from a folder
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Instant
Job application added to folder in JobAdder
Triggers the automation when a job application is added to a folder
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Instant
Candidate removed from folder in JobAdder
Triggers the automation when a candidate is removed from a designated folder
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Instant
Candidate added to folder in JobAdder
Triggers the automation when a candidate is added to a folder
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Instant
Job removed from folder in JobAdder
Triggers the automation when a job is removed from a particular folder
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Instant
Job added to folder in JobAdder
Triggers the automation when a new job is added to a folder
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Instant
Candidate status is changed in JobAdder
Triggers the automation when a candidate's hiring stage is updated
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Instant
Placement status is changed in JobAdder
Triggers the automation when the status of a placement is changed
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Instant
Interview is scheduled in JobAdder
Triggers the automation when an interview is scheduled
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Instant
Contact status is changed in JobAdder
Triggers the automation when a contact's status is changed
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Instant
Company status is changed in JobAdder
Triggers the automation when a company's status is changed
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Instant
Candidate is updated in JobAdder
Triggers the automation when a candidate profile is updated
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Instant
Job application status is changed in JobAdder
Triggers the automation when the status of a job application changes
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Add note to placement in JobAdder
Adds a note to a placement
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Update candidate in JobAdder
Updates candidate information
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Get job application by job id in JobAdder
Retrieves a job application based on the job id provided
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Get placement by job id in JobAdder
Retrieves job placement information based on the provided job id
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Search job in JobAdder
Searches for a job
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Search contact in JobAdder
Finds and retrieves contact information
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Search company in JobAdder
Finds information about a company
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Search candidate in JobAdder
Searches through candidate profiles
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Add attachment to job in JobAdder
Attach files to a job
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Update company in JobAdder
Updates company information
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Add note to job in JobAdder
Adds a note to a job task
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Create contact in JobAdder
Adds a new contact to the database
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Create candidate in JobAdder
Generates a new candidate profile
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Add note to company in JobAdder
Adds a note to a company's profile
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Add attachment to candidate in JobAdder
Attach files or documents to a candidate's profile
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Create job in JobAdder
Generates new job
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Create company in JobAdder
Generates a new company profile with given details
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Add note to contact in JobAdder
Adds a personalized note to a contact
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Add candidate to a job in JobAdder
Adds a candidate to a job listing
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Add note to candidate in JobAdder
Records important information or updates about a candidate
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Update contact in JobAdder
Updates contact information
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Add note to job application in JobAdder
Attach a custom note to a job application for future reference
Try it →

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

Connect your recruitment pipeline to your CRM to synchronize candidates, track placement stages, and eliminate manual data entry.

What you can automate?
👤
Sync new candidates into CRM contacts automatically
Whenever a new candidate is added to a folder in JobAdder, create a corresponding contact in Microsoft Dynamics 365 CRM instantly. Keep your talent database and CRM perfectly aligned without manual copying.
📋
Capture every submitted candidate detail accurately
Map complete candidate profiles including contact information and folder details from JobAdder into Microsoft Dynamics 365 CRM fields. Ensure your CRM records contain all necessary background data.
🔔
Alert your team the moment a candidate arrives
Trigger instant notifications in your team chat or email client whenever a candidate is added in JobAdder or updated in Microsoft Dynamics 365 CRM. Keep hiring stakeholders informed immediately.
🔀
Route candidates based on submitted status values
Check candidate status values in JobAdder and route them to specific Microsoft Dynamics 365 CRM pipelines or contact lists. Apply conditional logic to tailor your recruitment workflow.
🔄
Keep CRM contact records updated as candidates progress
Whenever a candidate status changes or profile details are updated in JobAdder, sync those updates to Microsoft Dynamics 365 CRM automatically. Maintain up-to-date candidate histories across systems.
🔍
Search and update instead of creating duplicate records
Look up existing contact records in Microsoft Dynamics 365 CRM before processing JobAdder updates. Prevent duplicate entries and maintain a clean, organized database.
📅
Manage placement approvals and status changes
When a placement is approved or status changes in JobAdder, update account records and pipeline stages in Microsoft Dynamics 365 CRM. Reflect closed positions across your business stack.
💬
Extend your hiring flow to Microsoft Teams or Outlook
Connect JobAdder and Microsoft Dynamics 365 CRM with supporting apps like Microsoft Teams or Microsoft Outlook to notify interview panels and send calendar invites automatically.
And much more...

Who is JobAdder + Microsoft Dynamics 365 CRM integration for?

Connecting JobAdder and Microsoft Dynamics 365 CRM helps talent teams, recruiters, and sales managers eliminate manual data entry and keep candidate records perfectly synchronized.

Recruitment operations managers
Recruitment operations managers
Talent acquisition specialists
Talent acquisition specialists
Account managers
Account managers
High-volume recruiters
High-volume recruiters
Hiring managers
Hiring managers
Compliance and audit teams
Compliance and audit teams
📈
Recruitment operations managers
You're reviewing hiring metrics across multiple systems but your CRM report only updates when someone manually exports candidates, so the placement counts you're tracking are always a few hours behind — with this integration, every new candidate lands in your CRM instantly and your pipeline data stays current.
Talent acquisition specialists
You manage high-volume candidate intake in JobAdder but need to alert sales teams in your CRM immediately when top talent appears, resulting in delayed handoffs — with this integration, every candidate submission syncs straight to your CRM and your team acts without delay.
🤝
Account managers
You answer to hiring clients who want real-time visibility into candidate placement progress, but manual status updates leave them waiting for reports — with this integration, every stage change updates your CRM records automatically so clients always see the latest status.
🔄
High-volume recruiters
You process hundreds of candidate applications weekly and find it impossible to keep contact profiles updated across both platforms by hand — with this integration, every folder addition creates and updates records instantly without manual data copying.
👥
Hiring managers
You depend on recruiters to hand over candidate profiles before you can schedule interviews, but manual handoff delays stall the hiring process — with this integration, candidate records flow directly into your CRM the moment they are added.
📋
Compliance and audit teams
You need a reliable history of candidate interactions and placement approvals, but manual record-keeping keeps leaving gaps in your audit trail — with this integration, every status change and placement is logged accurately across both platforms.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + JobAdder

Build and manage your Microsoft Dynamics 365 CRM + JobAdder 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 + JobAdder 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect JobAdder to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Connecting JobAdder to Microsoft Dynamics 365 CRM is simple and takes just one click using the JobAdder and Microsoft Dynamics 365 CRM integration on Integrately. You can also use Integrately AI to customise your hiring workflows or add apps like Microsoft Outlook and Microsoft Teams.
Can I automatically sync new JobAdder candidates to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect JobAdder, Microsoft Dynamics 365 CRM, and Microsoft Teams?
Frequently Asked Questions
What is a good Zapier alternative for JobAdder and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does JobAdder handle candidate updates in this integration?
Frequently Asked Questions
How are contacts updated in Microsoft Dynamics 365 CRM during automation?
Frequently Asked Questions
Do I need coding skills to set up JobAdder and Microsoft Dynamics 365 CRM integrations?
Frequently Asked Questions
Is the JobAdder and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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