New leads in Salesforce — Accounts in Microsoft Dynamics CRM

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

  • For every new contact from Salesforce, 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 pass leads from Salesforce to Microsoft Dynamics CRM automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Pipedrive
  2. Then: Active Campaign

You can launch this Salesforce + 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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