Confluence Cloud + Microsoft Dynamics 365 CRM

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

Stay on top of new leads and streamline your content creation with this efficient workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it automatically triggers the creation of a new page or blog post in Confluence Cloud. This helps you track lead-related updates and share important information with your team in a timely and organized manner, ensuring effective collaboration and lead management.

Stay on top of new leads and streamline your content creation with this efficient workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it automatically triggers the creation of a new page or blog post in Confluence Cloud. This helps you track lead-related updates and share important information with your team in a timely and organized manner, ensuring effective collaboration and lead management.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    Confluence CloudConfluence Cloud
    Create Page or Blog Post

    Creates a new page or blog post.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Case/Incident

    Triggers when a new case/incident is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Scheduled
    Try It
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confluence-cloud logo

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
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

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

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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