When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Create lead in Salesforce
Microsoft Dynamics 365 CRM + Salesforce Integration
Microsoft Dynamics 365 CRM + Salesforce Integration
Integrate Microsoft Dynamics 365 CRM to Salesforce in one click, or tell Integrately AI how you want each lead handled. Qualify leads, create records, update accounts, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Sales order is created in Microsoft Dynamics 365 CRM- Contact is updated in Microsoft Dynamics 365 CRM
- Contact is created in Microsoft Dynamics 365 CRM
- Account is created in Microsoft Dynamics 365 CRM
- Account is updated in Microsoft Dynamics 365 CRM
- Opportunity is created in Microsoft Dynamics 365 CRM
- Opportunity is updated in Microsoft Dynamics 365 CRM
- Case is created in Microsoft Dynamics 365 CRM
- Case is updated in Microsoft Dynamics 365 CRM
- Lead is created in Microsoft Dynamics 365 CRM
- Lead is updated in Microsoft Dynamics 365 CRM
- Quote is updated in Microsoft Dynamics 365 CRM
Field is updated on record in Salesforce- Record is created in Salesforce
- Record is updated in Salesforce
- Lead is created in Salesforce
- Lead is updated in Salesforce
- Opportunity is created in Salesforce
- Opportunity is updated in Salesforce
- Task is created in Salesforce
- Task is updated in Salesforce
- Contact is updated in Salesforce
- Contact is created in Salesforce
- Account is created in Salesforce
- Account is updated in Salesforce
- Outbound message is received in Salesforce Instant
- Case is created in Salesforce
- Case is updated in Salesforce
- Quote is created in Salesforce
- Quote is updated in Salesforce
2.
- Create lead in Microsoft Dynamics 365 CRM
- Update lead in Microsoft Dynamics 365 CRM
- Search lead in Microsoft Dynamics 365 CRM
- Create contact in Microsoft Dynamics 365 CRM
- Update contact in Microsoft Dynamics 365 CRM
- Create account in Microsoft Dynamics 365 CRM
- Search account in Microsoft Dynamics 365 CRM
- Update account in Microsoft Dynamics 365 CRM
- Search contact in Microsoft Dynamics 365 CRM
- Search Currency in Microsoft Dynamics 365 CRM
- Create case in Microsoft Dynamics 365 CRM
- Update case in Microsoft Dynamics 365 CRM
- Search case in Microsoft Dynamics 365 CRM
- Get account by ID in Microsoft Dynamics 365 CRM
- Search record using query in Salesforce
- Create record in Salesforce
- Get records by ID in Salesforce
- Update record in Salesforce
- Search record in Salesforce
- Create lead in Salesforce
- Update lead in Salesforce
- Search lead in Salesforce
- Create contact in Salesforce
- Update contact in Salesforce
- Search contact in Salesforce
- Create opportunity in Salesforce
- Update opportunity in Salesforce
- Search opportunity in Salesforce
- Add contact to campaign in Salesforce
- Add lead to campaign in Salesforce
- Create account in Salesforce
- Search account in Salesforce
- Update account in Salesforce
- Create task in Salesforce
- Update task in Salesforce
- Search task in Salesforce
- Get tasks by contact Id in Salesforce
- Create case in Salesforce
- Update case in Salesforce
- Search case in Salesforce
- Get events by contact Id in Salesforce
- Search quote in Salesforce
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 CRM + Salesforce Integration
Capture leads, organise responses, keep records updated, alert your team, and send follow-ups, all in just one click.
Most popular automations
When Record is created in Salesforce > Check any condition > Create contact in Microsoft Dynamics 365 CRM
Salesforce + Microsoft Dynamics 365 CRM Integration
When Record is created in Salesforce > Check any condition > Create lead in Microsoft Dynamics 365 CRM
Salesforce + Microsoft Dynamics 365 CRM Integration
When Contact is created in Microsoft Dynamics 365 CRM > Search contact in Salesforce > Check condition > (If found) > Update record in Salesforce > (Else) > Create contact in Salesforce
Microsoft Dynamics 365 CRM + Salesforce Integration
When Contact is created in Microsoft Dynamics 365 CRM > Search contact in Salesforce > Check condition > (If found) > Update record in Salesforce > (Else) > Create lead in Salesforce
Microsoft Dynamics 365 CRM + Salesforce Integration
When Contact is created in Microsoft Dynamics 365 CRM > Search lead in Salesforce > Check condition > (If found) > Update record in Salesforce > (Else) > Create contact in Salesforce
Microsoft Dynamics 365 CRM + Salesforce Integration
When Contact is created in Microsoft Dynamics 365 CRM > Search lead in Salesforce > Check condition > (If found) > Update record in Salesforce > (Else) > Create lead in Salesforce
Microsoft Dynamics 365 CRM + Salesforce Integration
When Lead is created in Microsoft Dynamics 365 CRM > Search lead in Salesforce > Check condition > (If found) > Update record in Salesforce > (Else) > Create contact in Salesforce
Microsoft Dynamics 365 CRM + Salesforce Integration
When Lead is created in Microsoft Dynamics 365 CRM > Search lead in Salesforce > Check condition > (If found) > Update record in Salesforce > (Else) > Create lead in Salesforce
Microsoft Dynamics 365 CRM + Salesforce Integration
Create Salesforce record for new Microsoft Dynamics 365 CRM contact
When a new contact is created in your Microsoft Dynamics 365 CRM, you can automatically create a record for them in your Salesforce. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.
So go ahead and set up this integration - it will make your life much easier!
See moreSo go ahead and set up this integration - it will make your life much easier!
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Microsoft Dynamics 365 CRM + Salesforce flow
Connect leads and records to your favorite communication, marketing, and reporting tools. Pick a combination and activate it in one click.
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Slack (3)
Slack (3) +
Mailchimp (3)
Mailchimp (3) +
HubSpot (3)
HubSpot (3) +
Google Sheets (3)
Google Sheets (3) +
Zoom (3)
Zoom (3) +
Zendesk (3)
Zendesk (3) M
S
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When a Lead is created in Microsoft Dynamics 365 CRM, create a record in Salesforce and notify your team on Slack.
New Microsoft Dynamics 365 CRM leads appear in Salesforce instantly while your team gets notified in Slack, eliminating manual data entry.
M
S
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When a Contact is created in Microsoft Dynamics 365 CRM, update the contact in Salesforce and post an update in Slack.
Keep Salesforce contacts synchronized with Microsoft Dynamics 365 CRM while your team stays informed in Slack.
M
S
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When an Opportunity is created in Microsoft Dynamics 365 CRM, create an opportunity in Salesforce and alert your sales channel in Slack.
Sync new opportunities between Microsoft Dynamics 365 CRM and Salesforce instantly and notify your team on Slack.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Salesforce
Mix and match to build the exact automation you need
Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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 → Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
Try it → Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
Try it → Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
Try it → Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
Try it → What can you automate with Microsoft Dynamics 365 CRM + Salesforce?
Streamline your CRM data management by automating lead handoffs, record updates, and status changes between platforms.
🔄
Sync new leads instantly between systems
Automatically create records in Salesforce the moment a new Lead is created in Microsoft Dynamics 365 CRM. Eliminate manual copying and keep your sales pipeline fully aligned.
📋
Capture every submitted contact detail
Map all available contact fields between Microsoft Dynamics 365 CRM and Salesforce instead of just names and emails. Your customer database remains comprehensive and ready for outreach.
📢
Alert your team the moment records arrive
Send instant notifications to your sales or support channels in Slack whenever new leads or accounts are created in your CRMs.
🔀
Route records based on submitted criteria
Send enterprise leads to priority workflows while routing standard contacts to regular pipelines based on specific criteria submitted in your CRM forms.
✏️
Keep destination records updated continuously
Automatically update existing Salesforce records whenever contact details or lead statuses change in Microsoft Dynamics 365 CRM.
🔍
Prevent duplicate records automatically
Search existing entries before creating new records to ensure your databases remain clean, organized, and free of redundant customer entries.
🔄
Manage status changes and deal updates
Trigger automated updates whenever opportunities move stages or cases are resolved, keeping all connected teams fully informed.
🔌
Extend flows to communication and marketing apps
Connect your core CRM pair with tools like Slack or Mailchimp to notify teams and add subscribers as part of your automated workflow.
And much more...
Who is Microsoft Dynamics 365 CRM + Salesforce integration for?
Connecting Microsoft Dynamics 365 CRM and Salesforce helps revenue, operations, and support teams eliminate manual data entry and keep customer records synchronized across platforms.
Data analysts
Sales development reps
Account managers
Operations directors
Customer success teams
Compliance officers
📈
Data analysts
You're running reports on customer pipeline metrics but your database only updates when someone manually exports leads, so the conversion counts you're reviewing are always a few hours behind — with this integration, every new lead lands in both systems instantly and your numbers stay current.
⚡
Sales development reps
You need to reach out to inbound prospects immediately, and you find out about new leads too late because records sit waiting for manual batch processing — with this integration, every new submission triggers instant CRM record creation so you can engage prospects without delay.
🤝
Account managers
You answer to clients who want to see their onboarding and account updates reflected across platforms in real time, but manual data syncing causes frustrating delays — with this integration, account changes sync automatically so stakeholders always see accurate progress.
📊
Operations directors
The volume of leads and contacts is too high for anyone to keep up by hand, leading to missing entries and fragmented customer histories — with this integration, every record transfers instantly without manual effort or human error.
🔄
Customer success teams
You own the post-sale relationship and depend on sales reps to hand over account details properly, but information often gets lost in transition — with this integration, contact and account data flows seamlessly between platforms the moment deals close.
📁
Compliance officers
You need a reliable, unbroken history of customer interactions and keep finding gaps caused by missed manual data entry — with this integration, every record update is logged automatically with complete chronological accuracy.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Salesforce
Build and manage your Microsoft Dynamics 365 CRM + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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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.
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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 Microsoft Dynamics 365 CRM to Salesforce?
You can connect Microsoft Dynamics 365 CRM to Salesforce using 1-click ready workflows or Integrately AI. With 1,500+ integrations available, your customer data flows seamlessly between Microsoft Dynamics 365 CRM, Salesforce, and tools like Slack, Mailchimp, and Google Sheets without any coding.
Can I automatically sync new leads from Microsoft Dynamics 365 CRM to Salesforce?
Can I connect Microsoft Dynamics 365 CRM, Salesforce, and HubSpot?
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Salesforce?
How are contact updates handled between Microsoft Dynamics 365 CRM and Salesforce?
Can I update opportunities and deals across Microsoft Dynamics 365 CRM and Salesforce?
Do I need coding skills to integrate Microsoft Dynamics 365 CRM and Salesforce?
Is the Microsoft Dynamics 365 CRM and Salesforce integration free?
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