Update Microsoft Dynamics 365 CRM contact from new Trafft event
Trafft + Microsoft Dynamics 365 CRM Integration
Microsoft Dynamics 365 CRM + Trafft Integration
Integrate Microsoft Dynamics 365 CRM to Trafft in one click, or tell Integrately AI how you want each booking handled. Sync appointments, capture customer details, update your CRM records, 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
Appointment is created in Trafft Instant- Appointment status is changed in Trafft Instant
- Appointment canceled in Trafft Instant
- Appointment rescheduled in Trafft Instant
- Customer is created in Trafft Instant
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
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 CRM + Trafft Integration
Capture bookings, create CRM records, update customer profiles, alert your team, and send follow-ups, all in just one click.
Most popular automations
When Appointment is created in Trafft > Check any condition > Create contact in Microsoft Dynamics 365 CRM
Trafft + Microsoft Dynamics 365 CRM Integration
When Appointment is created in Trafft > Check any condition > Create lead in Microsoft Dynamics 365 CRM
Trafft + Microsoft Dynamics 365 CRM Integration
- 1of1
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 + Trafft flow
Send booking notifications, sync client records with email tools, update sheets, and trigger team alerts after your core pair runs. Pick a combination and activate it in one click.
+
Microsoft Outlook (4)
Microsoft Outlook (4) +
Mailchimp (4)
Mailchimp (4) +
Slack (4)
Slack (4) +
Zoom (4)
Zoom (4) +
Google Sheets (4)
Google Sheets (4) +
Stripe (4)
Stripe (4) T
M
M
When an appointment is created in Trafft, create a lead in Microsoft Dynamics 365 CRM, and send an email in Microsoft Outlook
New Trafft appointments automatically create leads in Microsoft Dynamics 365 CRM and send confirmation emails through Microsoft Outlook.
T
M
M
When an appointment is canceled in Trafft, update the lead in Microsoft Dynamics 365 CRM, and send a notification email in Microsoft Outlook
Canceled Trafft bookings update your Microsoft Dynamics 365 CRM lead status and trigger a notification email in Microsoft Outlook.
T
M
M
When an appointment status is changed in Trafft, update the contact in Microsoft Dynamics 365 CRM, and send an update email in Microsoft Outlook
Status updates in Trafft refresh Microsoft Dynamics 365 CRM contacts and dispatch update emails in Microsoft Outlook.
T
M
M
When a customer is created in Trafft, create a contact in Microsoft Dynamics 365 CRM, and schedule a welcome meeting in Microsoft Outlook
New Trafft customers become Microsoft Dynamics 365 CRM contacts with a scheduled welcome meeting in Microsoft Outlook.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Trafft
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 → Trafft Triggers & Actions
Instant
Appointment is created in Trafft
Triggers the automation when a new appointment is created
Try it → Instant
Appointment status is changed in Trafft
Triggers the automation when the status of any appointment is changed
Try it → Instant
Appointment canceled in Trafft
Triggers the automation when any appointment is canceled
Try it → Instant
Appointment rescheduled in Trafft
Triggers the automation when any appointment is rescheduled
Try it → Instant
Customer is created in Trafft
Triggers the automation when a new customer is created
Try it → What can you automate with Microsoft Dynamics 365 CRM + Trafft?
Streamline your client booking and sales operations by connecting scheduling events directly to your CRM records.
📅
Sync every new booking into your enterprise CRM
Create a Microsoft Dynamics 365 CRM lead automatically whenever a client books an appointment in Trafft. Eliminate manual data entry and ensure every booking enters your sales pipeline immediately.
📋
Capture every submitted client field and detail
Map all custom appointment answers, service selections, and customer notes directly into your Microsoft Dynamics 365 CRM records. Your CRM database becomes a complete repository for client interactions.
🔔
Alert your team the moment a booking occurs
Notify your sales or support channel in Slack or Outlook instantly when a new appointment is created or canceled. Keep your entire team aligned on schedule changes without checking multiple dashboards.
🔀
Route leads based on submitted appointment criteria
Assign high-value bookings to priority sales queues in Microsoft Dynamics 365 CRM while sending standard appointments to regular pipelines. Ensure every lead reaches the correct team member.
🔄
Keep CRM records updated when schedules change
Update Microsoft Dynamics 365 CRM lead and contact stages automatically whenever an appointment is rescheduled or modified in Trafft. Prevent outdated calendars and mismatched client records.
🔍
Match existing records to prevent duplicate entries
Search for existing contacts in Microsoft Dynamics 365 CRM before creating new records from Trafft bookings. Update current profiles instead of cluttering your database with duplicates.
🏷️
Manage appointment status updates and cancellations
Trigger automated CRM updates and follow-up actions when appointment statuses change from pending to confirmed or canceled. Maintain accurate lifecycle stages for every client.
📊
Extend booking data into team spreadsheets
Connect your Trafft and Microsoft Dynamics 365 CRM workflow with Google Sheets to log every appointment row for cross-departmental reporting and auditing.
And much more...
Who is Microsoft Dynamics 365 CRM + Trafft integration for?
Connecting Microsoft Dynamics 365 CRM and Trafft eliminates manual data entry between your booking system and enterprise CRM, keeping client records accurate and sales teams aligned.
Sales Operations Managers
Client Support Teams
Business Analysts
Appointment Coordinators
Account Executives
CRM Administrators
📈
Sales Operations Managers
You rely on accurate booking metrics in Microsoft Dynamics 365 CRM to forecast pipeline growth, but manual export delays mean your dashboard counts are always hours behind — with this integration, every new appointment creates a CRM lead instantly and your pipeline stays current.
⚡
Client Support Teams
You need to act fast when appointment cancellations occur, but finding out too late leaves clients waiting and schedules mismanaged — automating both apps means every cancellation updates your CRM records and alerts your team immediately.
📊
Business Analysts
You answer to stakeholders who want to see real-time booking and revenue progress, but siloed scheduling data creates reporting blind spots — connecting these apps means your CRM and spreadsheet trackers stay perfectly synchronized.
🔄
Appointment Coordinators
The volume of daily client bookings is too high for anyone to keep up by hand without missing details — with this integration, every customer and appointment is captured and routed to your CRM without manual data entry.
🤝
Account Executives
You own the sales follow-up and depend on scheduling updates to reach out at the right time, but delayed handoffs stall your outreach — automating both apps means new leads appear in your pipeline the moment a client books.
📁
CRM Administrators
You need a reliable customer history in Microsoft Dynamics 365 CRM and keep finding gaps from unrecorded bookings — integrating these apps means every booking and status change is logged cleanly with zero missing entries.
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 + Trafft
Build and manage your Microsoft Dynamics 365 CRM + Trafft automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Trafft with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Microsoft Dynamics 365 CRM + Trafft Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect Microsoft Dynamics 365 CRM + Trafft Now
In Just 1 Click!
Frequently Asked Questions
How do I connect Microsoft Dynamics 365 CRM to Trafft?
You can connect Microsoft Dynamics 365 CRM to Trafft using 1-click workflows on Integrately. Start with a ready template or ask Integrately AI to build your automation with apps like Slack, Microsoft Outlook, and Google Sheets.
Can I automatically create Microsoft Dynamics 365 CRM leads from new Trafft bookings?
Can I connect Microsoft Dynamics 365 CRM, Trafft, and Slack?
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Trafft?
How does Microsoft Dynamics 365 CRM handle contact updates from Trafft?
Can I track Trafft appointment cancellations in Microsoft Dynamics 365 CRM?
Do I need coding skills to integrate Microsoft Dynamics 365 CRM and Trafft?
Is the Microsoft Dynamics 365 CRM and Trafft integration free?
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 Microsoft Dynamics 365 CRM or Trafft With 1500+ Other Apps
Popular Microsoft Dynamics 365 CRM Integrations
Connect Microsoft Dynamics 365 CRM to sales, support, and marketing tools to manage your enterprise pipeline and customer relationships.
See All
Microsoft Dynamics 365 CRM Integrations
Microsoft Dynamics 365 CRM Integrations
No popular apps found
Popular Trafft Integrations
Sync Trafft with scheduling, payment, and calendar tools to streamline your booking workflows and client management.
See All
Trafft Integrations
Trafft Integrations
No popular apps found
