Microsoft Dynamics 365 CRM + Zeplin Integration

Integrate Microsoft Dynamics 365 CRM to Zeplin in one click, or tell Integrately AI how you want each lead handled. Log details, create notes, update projects, and trigger team alerts automatically.

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1.
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated 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
  • Zeplin
    Note is deleted in Zeplin Instant
  • Zeplin
    Note is created in Zeplin Instant
  • Zeplin
    Comment is added to note in Zeplin Instant
  • Zeplin
    Comment is deleted in Zeplin Instant
  • Zeplin
    Project is updated in Zeplin Instant
  • Zeplin
    Project is created in Zeplin Instant
  • Zeplin
    Project color is created in Zeplin Instant
  • Zeplin
    Styleguide color is created in Zeplin Instant
  • Zeplin
    Project color is updated in Zeplin Instant
  • Zeplin
    Styleguide color is updated in Zeplin Instant
  • Zeplin
    Project color is deleted in Zeplin Instant
  • Zeplin
    Styleguide color is deleted in Zeplin Instant
  • Zeplin
    Screen is created in Zeplin Instant
  • Zeplin
    New screen version is created in Zeplin Instant
  • Zeplin
    Component is added to styleguide in Zeplin Instant
  • Zeplin
    Component is updated in Zeplin Instant
  • Zeplin
    Screen is updated in Zeplin Instant
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
  • Zeplin
    Create styleguides color in Zeplin
  • Zeplin
    Create a note in Zeplin
  • Zeplin
    Create project color in Zeplin
  • Zeplin
    Create new screen in Zeplin
  • Zeplin
    Create new screen version in Zeplin

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Ready WorkflowsReady Workflows   for Microsoft Dynamics 365 CRM + Zeplin Integration

Capture leads, log design notes, keep records 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.
Got a different task in mind? Describe it

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 Microsoft Dynamics 365 CRM + Zeplin flow

Streamline design handoffs by routing CRM leads into project documentation and notifying stakeholders across your stack. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Zeplin
+
Jira Software CloudJira Software Cloud (4)
+
SlackSlack (4)
+
FigmaFigma (4)
+
GitHubGitHub (4)
+
NotionNotion (4)
+
Google DriveGoogle Drive (4)
M
J
Z
Create a Jira Software Cloud issue when a new lead is created in Microsoft Dynamics 365 CRM, and create a note in Zeplin.
New Microsoft Dynamics 365 CRM leads trigger a Jira issue and a Zeplin note instantly, keeping design and engineering aligned.
Z
M
J
When a note is created in Zeplin, create a contact in Microsoft Dynamics 365 CRM and update the issue in Jira Software Cloud.
Zeplin design notes automatically generate contacts in Microsoft Dynamics 365 CRM and update Jira tasks without manual copying.
M
Z
J
If an opportunity is created in Microsoft Dynamics 365 CRM, create a new screen in Zeplin and log a task in Jira Software Cloud.
New sales opportunities automatically trigger screen creation in Zeplin and log tracking tasks in Jira Software Cloud.
M
Z
J
Use Claude to summarise every new Microsoft Dynamics 365 CRM case, create a Zeplin note, and log an issue in Jira Software Cloud.
Claude generates structured summaries of CRM cases, saving them as Zeplin notes and Jira issues automatically.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Zeplin

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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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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Zeplin
Zeplin Triggers & Actions
Instant
Note is deleted in Zeplin
Triggers the automation when a note is deleted
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Instant
Note is created in Zeplin
Triggers the automation when a new note is created
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Instant
Comment is added to note in Zeplin
Triggers the automation when a comment is added to a note
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Instant
Comment is deleted in Zeplin
Triggers the automation when a comment is deleted
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Instant
Project is updated in Zeplin
Triggers the automation when a project is updated
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Instant
Project is created in Zeplin
Triggers the automation when a new project is created
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Instant
Project color is created in Zeplin
Triggers the automation when a new color project is created
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Instant
Styleguide color is created in Zeplin
Triggers the automation when a new styleguide color is added
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Instant
Project color is updated in Zeplin
Triggers the automation when project color is updated
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Instant
Styleguide color is updated in Zeplin
Triggers the automation when a styleguide color is modified
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Instant
Project color is deleted in Zeplin
Triggers the automation when a color project is deleted
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Instant
Styleguide color is deleted in Zeplin
Triggers the automation when a styleguide color is removed
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Instant
Screen is created in Zeplin
Triggers the automation when a screen is created
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Instant
New screen version is created in Zeplin
Triggers the automation when a new screen version is created
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Instant
Component is added to styleguide in Zeplin
Triggers the automation when a component is added to the styleguide
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Instant
Component is updated in Zeplin
Triggers the automation when a component is updated
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Instant
Screen is updated in Zeplin
Triggers the automation when a screen is updated
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Create styleguides color in Zeplin
Adds a new color to the style guides
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Create a note in Zeplin
Creates a new note
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Create project color in Zeplin
Generates a color palette for a project based on particular criteria
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Create new screen in Zeplin
Creates a new screen
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Create new screen version in Zeplin
Creates a new version of a screen
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What can you automate with Microsoft Dynamics 365 CRM + Zeplin?

Streamline your sales and design workflows by connecting triggers and actions across both platforms.

What you can automate?
🔄
Sync new leads directly into design workspace notes
Turn every new Microsoft Dynamics 365 CRM lead or contact into a structured note in Zeplin automatically. Eliminate manual copy-pasting and ensure creative teams receive client requirements instantly.
📋
Capture every submitted field and requirement
Map all available lead and opportunity details from Microsoft Dynamics 365 CRM into your Zeplin project notes. Your design briefs become more thorough and useful for creative reviews.
🔔
Notify your team as soon as work begins
Trigger instant alerts in your messaging tools whenever a new screen or project is created. Keep designers and account executives informed the moment client milestones shift.
🔀
Route records based on submitted criteria
Perform different actions depending on specific field values in your Microsoft Dynamics 365 CRM opportunities. Direct high-priority clients to dedicated design pipelines automatically.
🔄
Keep design and CRM records continuously updated
Automatically update contact details and project statuses across both platforms as work progresses. Prevent data drift between your sales pipeline and design assets.
🔍
Search and update instead of creating duplicates
Check existing records in Microsoft Dynamics 365 CRM before creating new entries from Zeplin updates. Keep your databases clean and free of redundant profile entries.
📊
Handle later status changes and milestone updates
Reflect closed deals, completed project screens, and updated case statuses across both apps automatically. Maintain accurate audit trails throughout the project lifecycle.
🔗
Extend your workflow to Slack and other tools
Connect your core Microsoft Dynamics 365 CRM and Zeplin flow with Slack to notify stakeholders, create tasks, and manage cross-department handoffs seamlessly.
And much more...

Who is Microsoft Dynamics 365 CRM + Zeplin integration for?

Connecting Microsoft Dynamics 365 CRM to Zeplin eliminates manual data entry between sales records and design workspaces, helping teams hand off projects faster and keep client history aligned.

Sales Operations Managers
Sales Operations Managers
Product Designers
Product Designers
Client Success Leads
Client Success Leads
Agency Project Managers
Agency Project Managers
Design Team Leads
Design Team Leads
CRM Administrators
CRM Administrators
📈
Sales Operations Managers
You're tracking pipeline stages in Microsoft Dynamics 365 CRM but design handoffs require manual status exports, so the metrics you report on are always lagging behind — with this integration, every new lead lands in Zeplin instantly and your records stay current.
Product Designers
You need to act fast on new client requirements, and you find out about closed deals too late because sales updates live in Microsoft Dynamics 365 CRM instead of your design tools — automating both apps means every new opportunity generates a design note immediately.
🤝
Client Success Leads
You answer to external stakeholders who want to see live progress, but client records and design feedback are kept in separate silos — this integration means every project update syncs automatically across both platforms so clients always see accurate milestones.
🔄
Agency Project Managers
The client volume is too high for anyone to keep up by hand, and team members waste hours copying contact details into design spaces — connecting these apps means every new account in Microsoft Dynamics 365 CRM creates corresponding screens without manual effort.
👥
Design Team Leads
You own the creative delivery and depend on account executives to hand over project briefs, but critical customer details get lost between conversations — automating both apps means every updated opportunity triggers instant design documentation.
📋
CRM Administrators
You need a reliable history of design handoffs and keep finding audit gaps because team members forget to log project changes manually — with this integration, every screen creation updates your CRM records reliably.
Our team

Ready Workflows 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 + Zeplin

Build and manage your Microsoft Dynamics 365 CRM + Zeplin 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 + Zeplin 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
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Zeplin?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Zeplin in one click using ready templates or by asking Integrately AI to build the workflow. You can also connect Slack, Jira Software Cloud, and Notion for multi-step automations across 1,500+ integrations.
Can I automatically create a Zeplin note when a new lead is created in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Zeplin, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Zeplin?
Frequently Asked Questions
How do contact updates in Microsoft Dynamics 365 CRM sync with Zeplin?
Frequently Asked Questions
Can Zeplin project changes update records in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Zeplin?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Zeplin integration free?
Frequently Asked Questions
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Sync Zeplin with project management, developer tracking, and team communication tools to accelerate design handoffs.
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