New contacts in HighLevel — Accounts in Microsoft Dynamics CRM

The scenario catches new contacts in HighLevel and creates accounts in Microsoft Dynamics CRM. Runs on its own, no manual copying.

  • For every new contact from HighLevel, a company record is created in Microsoft Dynamics CRM.
  • Contact-company links don't break — both are set up together.
  • Your CRM stays structured with no manual backfilling.
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How it works

To create Microsoft Dynamics CRM records from HighLevel without manual input, use a ready-made scenario.

  1. Starts when: Schedule
  2. Then: Freshdesk
  3. Then: Freshworks Crm

You can launch this HighLevel + Microsoft Dynamics CRM integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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