Connect Microsoft Dynamics 365 to Close
Automate workflows between Microsoft Dynamics 365 and Close. When new contact in Microsoft Dynamics 365, automatically create contact in Close.
How This Workflow Works
New Contact in Microsoft Dynamics 365
Triggers when a new contact is created
Extract & Transform Data
Scanny AI processes your documents, extracts structured data using OCR and AI, and transforms it for the destination system.
Create Contact in Close
Create a new contact record
More Ways to Connect
Other Microsoft Dynamics 365 Triggers
New Contact
Triggers when a new contact is created
New Deal
Triggers when a new deal is created
Deal Stage Changed
Triggers when a deal moves stages
Other Close Actions
Create Contact
Create a new contact record
Update Contact
Update contact information
Create Deal
Create a new deal/opportunity
Popular Use Cases
Invoice Processing
Automatically extract invoice data and sync to your accounting or ERP system.
Contract Management
Parse contracts and create records with key dates, parties, and terms.
Receipt Tracking
Capture receipt data and log expenses automatically to your finance tools.
Ready to Connect Microsoft Dynamics 365 + Close?
Start automating your document workflows in minutes. No coding required.
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