Connect Confluence Cloud and Microsoft Dynamics 365 CRM to unlock the power of automation

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Quickly connect Confluence Cloud to Microsoft Dynamics 365 CRM with a Zapier template.

Our most popular template

Create Confluence Cloud pages or blog posts for new Microsoft Dynamics 365 CRM leads
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Microsoft Dynamics 365 CRM + Confluence Cloud
Create Confluence Cloud pages or blog posts for new Microsoft Dynamics 365 CRM contacts
Premium
Details
Try it
Microsoft Dynamics 365 CRM + Confluence Cloud

Create Confluence Cloud pages or blog posts for new Microsoft Dynamics 365 CRM leads

Premium

Details

Try it

Microsoft Dynamics 365 CRM + Confluence Cloud

Create Confluence Cloud pages or blog posts for new Microsoft Dynamics 365 CRM contacts

Premium

Details

Try it

Microsoft Dynamics 365 CRM + Confluence Cloud

How Zapier works

Zapier makes it easy to integrate Confluence Cloud with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Confluence Cloud

A trigger is an event that starts your Zap and runs the workflow. For example, with Confluence Cloud, a trigger could be "New Page or Blog Post."

A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Dynamics 365 CRM

An action is what takes place after the automation is triggered. For example, with Microsoft Dynamics 365 CRM, the action could be "Create Account."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Confluence Cloud to Microsoft Dynamics 365 CRM

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Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Confluence Cloud to Microsoft Dynamics 365 CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about Confluence Cloud + Microsoft Dynamics 365 CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Confluence Cloud and Microsoft Dynamics 365 CRM

How can I connect Confluence Cloud with Microsoft Dynamics 365 CRM?

You can connect Confluence Cloud with Microsoft Dynamics 365 CRM using our platform by creating a zap. This zap will enable you to automate workflows by setting specific triggers and actions, such as updating records in Dynamics when new content is added in Confluence.

What triggers are available for Confluence Cloud in the integration with Dynamics 365?

For integrating Confluence Cloud, you can set triggers like when new content is added or updated in a specific space or page. These triggers allow actions within Microsoft Dynamics, such as updating customer records or creating notifications.

Can I create tasks in Dynamics 365 from new pages in Confluence?

Yes, you can create tasks automatically in Dynamics 365 when a new page is created in Confluence. This is achieved by setting up a trigger for new page creation and an action that adds a corresponding task in CRM.

Are there any actions specific to Microsoft Dynamics 365 CRM within the integration?

Within the integration, you can perform actions like creating or updating records, adding notes to existing entities, and managing tasks based on changes triggered from Confluence Cloud activities.

How do I handle synchronization issues between Confluence and Dynamics 365?

To address synchronization issues between the two platforms, ensure that your triggers and actions are correctly configured. We recommend checking the zap history for errors and adjusting settings accordingly. Continuous updates on both platforms help mitigate sync problems.

Is it possible to update a customer record in Dynamics when a document is published on Confluence?

Yes, by setting up a trigger for document publication on Confluence, you can automatically update relevant customer records in Microsoft Dynamics 365 CRM with this integration setup.

What should I do if my zap isn't triggering as expected between these two platforms?

If your zap isn't triggering correctly, first verify that the trigger conditions set for Confluence are met. Ensure that all necessary permissions are granted and check connectivity status between both applications within our platform.

Connect Confluence Cloud and Microsoft Dynamics 365 CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Site
  Required
- Space
  Required
- Type
  Required
Trigger
Polling
Try It
New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
- State
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

- Site
  Required
- Space
  Required
- Type
  Required
- Title
  Required
- Body
  Required
Action
Write
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Apply standard error handling?
  Required
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Additional Request Headers
- Body
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

About Confluence Cloud

Confluence is where you create, organize and discuss work with your team. This integration connects to cloud-hosted instances of Confluence. Use the 'Confluence Server' app for server-hosted instances.

Related categories

Team Collaboration

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn more Help

Related categories

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Confluence Cloud to Microsoft Dynamics 365 CRM on the world's largest no-code automation platform

Connect Confluence Cloud and Microsoft Dynamics 365 CRM to unlock the power of automation

Set up your first integration

Create Confluence Cloud pages or blog posts for new Microsoft Dynamics 365 CRM leads

Create Confluence Cloud pages or blog posts for new Microsoft Dynamics 365 CRM contacts

Create Confluence Cloud pages or blog posts for new Microsoft Dynamics 365 CRM leads

Create Confluence Cloud pages or blog posts for new Microsoft Dynamics 365 CRM contacts

How Zapier works

Select a trigger from Confluence Cloud

Setup an action from Microsoft Dynamics 365 CRM

That’s it! You just connected Confluence Cloud to Microsoft Dynamics 365 CRM

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about Confluence Cloud + Microsoft Dynamics 365 CRM integrations

Connect Confluence Cloud and Microsoft Dynamics 365 CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

6 ways to automate Microsoft Dynamics 365

Connect Confluence Cloud to Microsoft Dynamics 365 CRM on the world's largest no-code automation platform