Microsoft Dynamics CRM + UPilot Integrations
Integrate Microsoft Dynamics CRM with UPilot to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the Microsoft Dynamics CRM to UPilot integration helps boost your business’ efficiency.
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Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.
Read MoreUPilot is a simple and effective Sales CRM tool with features like role-based access and control, email tracking, and revenue forecast.
UPilot IntegrationsIt's easy to connect Microsoft Dynamics CRM + UPilot without coding knowledge. Start creating your own business flow.
- Triggers
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New AccountTriggers when a new account is created.
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New CaseTriggers when a new case is created.
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New ContactTriggers when a new contact is created.
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New InvoiceTriggers when a new invoice is created.
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New LeadTriggers when a new lead is created.
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New TaskTriggers when a new task is created.
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Updated LeadTriggers when a lead is updated.
- Actions
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Create AccountCreates a new account.
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Create CaseCreates a new case.
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Create ContactCreates a new contact.
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Create LeadCreates a new lead.
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Create NoteCreate Note
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Create OpportunityCreates a new Opportunity.
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Update CaseUpdates an existing case.
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Update TaskUpdates an existing task
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