Integrate Close with Microsoft Dynamics CRM 365
Connect Close to Microsoft Dynamics CRM 365 with no code - integrate easy with Albato
Albato streamlines the process of integrating Close with Microsoft Dynamics CRM 365, unlocking a seamless flow of data between the two platforms. Albato is a versatile tool that simplifies the creation of integrations and automations between various applications, eliminating the need for extensive technical knowledge. By utilizing its automation builder, users can effortlessly set up triggers, which are specific events that kickstart an automation, and actions, which are the tasks that follow these triggers. For example, a practical integration using Albato could be: when a "New lead" is created in Close (trigger), an action could be set up in Microsoft Dynamics CRM 365 to "Create an Entity" corresponding to this lead (action). This integration ensures that lead information is automatically synchronized between Close and Microsoft Dynamics CRM 365, enhancing data consistency and saving valuable time that would otherwise be spent on manual data entry.
Category
- CRM & ERP systems
- CRM & ERP systems
- Microsoft
How it works
With Albato, you can easily integrate your applications into automated workflows using an intuitive builder, without the need for coding knowledge.
- 1
Connect your apps to Albato. It's quick, taking only 5 minutes, and totally safe.
- 2
Select the app and event that will trigger your integration, or set up a schedule as you prefer.
- 3
Select the actions to be performed and the data you wish to send once your integration is started.
- 4
That's it, it's done
Choose triggers and events for source app and target app
Can’t find an app? No problem. Add it yourself quickly and easily using our App Integrator. Start here
Triggers and actions available for Close and Microsoft Dynamics CRM 365 integration
Get started with Close and Microsoft Dynamics CRM 365 integration using template
SOC 2 Type 2 - The safety of your data is our top priority!
Learn how to connect Close with Microsoft Dynamics CRM 365
Best AI Tools 2025: Top Artificial Intelligence Apps for Work & Productivity
Best AI tools 2025 for business & work. Top AI assistants for meetings, SEO, writing, coding. Complete guide to boost productivity with artificial intelligence.
The Best Alternative to Zapier: Why Albato Is the Ideal Choice
Albato vs. Zapier—Which Offers Better Value? Discover which platform aligns best with your goals as we break down everything from annual costs to user support quality.
Microsoft Dynamics CRM 365: Get the most out of your CRM software with automation
Dynamics CRM is a business software made by Microsoft. It helps businesses manage their customer database, generate leads, engage with customers, and resolve customer service issues.
Connect Gumlet with Your Favorite Apps | Optimize Your Media Management with Albato
Gumlet is best way to stream ad-free videos on internet. It has powerful CMS to organise videos and hollywood grade DRM. See how Albato can help you enhance the app’s usability!
Connect Octopush with Albato | Elevate Your SMS Marketing Strategy
With Octopush, businesses are well equipped to propel their brand, promote their offers and services at scale. See how Albato can help you enhance the app’s usability!
Connect DocuSign with 800+ Apps | Simplify Document Management on Albato
DocuSign is a top electronic signature and digital transaction management platform, helping organizations manage contracts and agreements securely and efficiently. See how Albato can help you enhance the app’s usability!
Chili Piper Alternatives 2024: Top 6 Scheduling & Lead Management Tools
Discover the top 6 Chili Piper alternatives for scheduling and lead management. Compare features, pros & cons of Calendly, Dashly, Cal.com & more. Find the best fit for your business.
Customer Service Skills: Essential Guide to Handling Discount Requests
Learn essential customer service skills for handling different types of discount requests. Discover proven strategies for maintaining customer loyalty while protecting your business interests.
Passion.io Alternatives: 5 Better Options for Video Apps
Looking for Passion.io alternatives? Explore 5 powerful platforms: Gurucan, Mighty Networks, Thinkific, Bettermode & FlutterFlow. Compare features, pricing & choose the best app builder for your needs.
5 Powerful Mobile App Marketing Strategies You Haven't Tried Yet | 2024 Guide
Discover 5 powerful mobile app marketing strategies to boost downloads and user retention. Learn how to leverage automation, A/B testing, analytics, and cross-promotion tools to grow your app effectively. Perfect for developers and small teams.
How to Start an Affiliate Marketing Store
Step-by-step guide to creating a profitable affiliate marketing store. Learn how to choose programs, build a site, and monetize your audience.
Top content automation tools in 2024
Maximize your reach in 2024 with tools designed for every content channel. Find out how top automation platforms can transform your workflow
Best Learning Management Systems (LMS) 2025: Complete Comparison Guide
Discover the most convenient Learning Management System (LMS) to choose the perfect one for your needs.
Top 6 team management trends 2025: flexible, tech-driven & employee-focused
Explore the essential team management trends for 2025, including hybrid work, AI-driven tools, employee well-being, continuous feedback, and skill development. Discover strategies that help HR leaders, managers, and business owners build resilient, high-performing teams in a changing workplace.
Connect Rocket.Chat to 800+ Apps | Supercharge Your Communication with Albato
Rocket.Chat is a secure and sovereign communications platform for governments, defense, and critical infrastructure enterprises.
Call Center Automation: No-Code vs Traditional Solutions Guide
Compare no-code automation and traditional call center software. Learn key differences, benefits, and how to choose the right solution for your business needs.
DonorDock Teams Up with Albato to Supercharge Nonprofit Integrations
DonorDock, a leading CRM solution for nonprofits in the US, has partnered with Albato to deliver seamless, native integrations (Albato Embedded) to help nonprofit organizations streamline their day-to-day operations.
Trusted by over 110,000 users
Great Zapier Replacement
I like Albato for the following reasons: Intuitive Interface — The interface is pretty easy to use and easily understandable. Extensive App Library — Albato offers a good set of Apps to intergrate, especially all the commonly used ones. Customization Options - Can customize the workflows easily. Real-time Monitoring — We are able to monitor the automation in real time very effectively.
Kapil A.
CEO
Frequently asked questions about Close and Microsoft Dynamics CRM 365 Integration
