Microsoft Dynamics 365 CRM + PagePixels Screenshots Integration

Integrate Microsoft Dynamics 365 CRM to PagePixels Screenshots in one click, or tell Integrately AI how you want each lead handled. Capture screenshots instantly, log updates, alert your team, and trigger follow-ups automatically.

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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
  • PagePixels Screenshots
    Screenshot configuration is created in PagePixels Screenshots
  • PagePixels Screenshots
    Screenshot is created in PagePixels Screenshots
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
  • PagePixels Screenshots
    Create screenshot in PagePixels Screenshots
  • PagePixels Screenshots
    Create scheduled screenshot in PagePixels Screenshots

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Ready WorkflowsReady Workflows   for Microsoft Dynamics 365 CRM + PagePixels Screenshots Integration

Capture screenshots, organise records, keep sheets updated, alert your team, and send follow-ups, all in just one click.

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Connect more apps to your Microsoft Dynamics 365 CRM + PagePixels Screenshots flow

Capture leads, trigger screenshots, and coordinate updates across your team and reporting tools. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
PagePixels Screenshots
+
SlackSlack (8)
+
Microsoft OutlookMicrosoft Outlook (3)
+
HubSpotHubSpot (3)
+
Microsoft ExcelMicrosoft Excel (3)
+
Jira Software CloudJira Software Cloud (3)
+
ZendeskZendesk (3)
M
P
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Create a PagePixels Screenshots capture when a Microsoft Dynamics 365 CRM lead is created, and notify your sales team on Slack.
New Microsoft Dynamics 365 CRM leads automatically trigger a PagePixels Screenshots capture and notify your sales team on Slack.
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M
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When a PagePixels Screenshots capture is created, update the Microsoft Dynamics 365 CRM contact and alert your support channel in Slack.
PagePixels Screenshots captures update your Microsoft Dynamics 365 CRM contacts and notify your team on Slack.
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When a Microsoft Dynamics 365 CRM case is created, schedule a PagePixels Screenshots capture and post an update in Slack.
New Microsoft Dynamics 365 CRM cases trigger scheduled PagePixels Screenshots captures and post updates in Slack.
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Create a Microsoft Dynamics 365 CRM lead when a PagePixels Screenshots capture is created, and send a notification in Slack.
New PagePixels Screenshots captures create Microsoft Dynamics 365 CRM leads and notify your team on Slack.
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If a new Microsoft Dynamics 365 CRM lead is updated, create a PagePixels Screenshots capture and alert your enterprise channel in Slack.
Updated Microsoft Dynamics 365 CRM leads trigger PagePixels Screenshots captures and alert your enterprise channel in Slack.
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When a Microsoft Dynamics 365 CRM opportunity is updated, schedule a PagePixels Screenshots capture and notify your revenue channel in Slack.
Opportunity updates in Microsoft Dynamics 365 CRM trigger PagePixels Screenshots captures and notify your revenue channel in Slack.
M
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Use Claude to analyse whether new Microsoft Dynamics 365 CRM leads match buyer criteria, create a screenshot, and alert Slack.
Claude analyses Microsoft Dynamics 365 CRM leads, triggers PagePixels Screenshots, and alerts your team on Slack.
M
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When a Microsoft Dynamics 365 CRM account is created, capture a screenshot, log the account in HubSpot, and announce it in Slack.
New Microsoft Dynamics 365 CRM accounts trigger PagePixels Screenshots, update HubSpot, and announce in Slack.

Supported triggers and actions for Microsoft Dynamics 365 CRM and PagePixels Screenshots

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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PagePixels Screenshots
PagePixels Screenshots Triggers & Actions
Screenshot configuration is created in PagePixels Screenshots
Triggers the automation when a new screenshot configuration is set up
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Screenshot is created in PagePixels Screenshots
Triggers the automation when a new screenshot is taken
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Create screenshot in PagePixels Screenshots
Takes a new screenshot
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Create scheduled screenshot in PagePixels Screenshots
Schedules a screenshot to be taken at a specified time
Try it →

What can you automate with Microsoft Dynamics 365 CRM + PagePixels Screenshots?

Streamline your CRM data management and automated visual monitoring with ready-made workflows.

What you can automate?
📸
Trigger screenshots from CRM leads
Automatically generate a PagePixels Screenshots capture the moment a new lead is created in Microsoft Dynamics 365 CRM, ensuring instant visual documentation.
📋
Capture every submitted field and update
Map all available lead and account details into your monitoring tasks rather than just basic names, ensuring comprehensive records for review.
🔔
Notify your team instantly on Slack
Send automated alerts to your sales or support channels the moment a new screenshot or CRM record is processed.
🔀
Route workflows based on lead criteria
Execute different automation steps depending on whether a lead is marked enterprise or standard tier in Microsoft Dynamics 365 CRM.
🔄
Keep destination records fully updated
Synchronise status changes between Microsoft Dynamics 365 CRM opportunities and PagePixels Screenshots configurations in real time.
🔍
Search and update existing records
Prevent duplicate entries by searching for existing Microsoft Dynamics 365 CRM contacts before logging new screenshot data.
📑
Handle later status changes and cases
Automatically trigger scheduled screenshots when support cases or sales orders reach updated stages in Microsoft Dynamics 365 CRM.
🌐
Extend flows to popular tools like Slack
Connect your core Microsoft Dynamics 365 CRM and PagePixels Screenshots setup with Slack to notify teams and log multi-step pipelines.
And much more...

Who is Microsoft Dynamics 365 CRM + PagePixels Screenshots integration for?

Connecting Microsoft Dynamics 365 CRM and PagePixels Screenshots eliminates manual capture tasks and keeps your visual monitoring data perfectly synchronised with your CRM records.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account executives
Account executives
Operations managers
Operations managers
Support leads
Support leads
Compliance officers
Compliance officers
📈
Performance marketers
You're running campaigns across multiple landing pages but your tracking sheet only updates when someone manually exports lead statuses, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new lead lands in the system instantly and your data stays current.
Sales managers
You need to track prospect website changes and lead engagement immediately, but manual checks mean you find out about crucial updates too late — with this integration, every new Microsoft Dynamics 365 CRM lead triggers instant PagePixels Screenshots captures so your team never misses a visual cue.
🤝
Account executives
You answer to clients who want to see daily visual proof of campaign progress and monitoring metrics, but compiling reports manually eats into selling time — with this integration, scheduled screenshots are delivered directly to your CRM records and client channels automatically.
📊
Operations managers
The volume of incoming leads and support cases is too high for anyone to keep up by hand, leading to missed tracking screenshots and scattered records — with this integration, every Microsoft Dynamics 365 CRM event triggers automated PagePixels Screenshots captures without manual intervention.
🎯
Support leads
You own the next step after a customer case is submitted and depend on upstream teams to hand over proper visual documentation — with this integration, every new Microsoft Dynamics 365 CRM case automatically generates a PagePixels Screenshots capture for immediate investigation.
🗂️
Compliance officers
You need a reliable audit history of web pages and competitor updates, but manual record-keeping keeps finding gaps in your timeline — with this integration, every screenshot configuration creates an unalterable audit trail linked directly to your Microsoft Dynamics 365 CRM records.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + PagePixels Screenshots

Build and manage your Microsoft Dynamics 365 CRM + PagePixels Screenshots 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 + PagePixels Screenshots 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
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2
Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to PagePixels Screenshots?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to PagePixels Screenshots using 1-click setup on Integrately. With support for Slack, HubSpot, and 1,500+ apps, you can easily build workflows or use Integrately AI.
Can I automatically capture screenshots when a new lead is created in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, PagePixels Screenshots, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and PagePixels Screenshots?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle lead updates in this integration?
Frequently Asked Questions
How does PagePixels Screenshots handle scheduling and change notifications?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and PagePixels Screenshots?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and PagePixels Screenshots integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or PagePixels Screenshots With 1500+ Other Apps

Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Connect Microsoft Dynamics 365 CRM to CRMs, email tools, and invoicing platforms to manage and follow up on customer relationships.
PagePixels Screenshots
Popular PagePixels Screenshots Integrations
Sync PagePixels Screenshots with project management, reporting, and storage tools to keep visual monitoring data working across your stack.