Freshservice + Microsoft Dynamics 365 CRM

Create Freshservice requesters from new Microsoft Dynamics 365 CRM leads

Effortlessly manage your leads with this Microsoft Dynamics 365 CRM to Freshservice workflow. When a new lead is added in Microsoft Dynamics 365 CRM, a requester is created in Freshservice, keeping your team informed and ready to take action. Streamline your sales and support process with this seamless automation.

Effortlessly manage your leads with this Microsoft Dynamics 365 CRM to Freshservice workflow. When a new lead is added in Microsoft Dynamics 365 CRM, a requester is created in Freshservice, keeping your team informed and ready to take action. Streamline your sales and support process with this seamless automation.

  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!
    FreshserviceFreshservice
    Create Requester

    Allows you to create a Requester in Freshservice for your support domain.

    ActionWrite
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Supported triggers and actions

What does this mean?
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About Freshservice

Freshservice is an online, cloud-based IT Helpdesk which is ITIL ready.

Related categories

  • Server Monitoring
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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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