- First, you need to register in ApiX-Drive
- Choose what data to transfer from ClickUp to Microsoft Dynamics 365
- Turn on auto-update
- Now the data will be automatically transferred from ClickUp to Microsoft Dynamics 365
Integration ClickUp + Microsoft Dynamics 365
Connect ClickUp and Microsoft Dynamics 365 via web interface in 5 minutes, without programmers and special knowledge.
Create integration of ClickUp and Microsoft Dynamics 365 yourself, without programmers
Other available integrations
ClickUp (245 available connectors)
Microsoft Dynamics 365 (245 available connectors)
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Automation capabilities of
ClickUp and Microsoft Dynamics 365
Configure the rules once, according to which the systems will work.
Transmit data at specified intervals from ClickUp to Microsoft Dynamics 365.
Transmit data at specified intervals from ClickUp to Microsoft Dynamics 365.
Data source: ClickUp, available actions:
- Get TASKS (modified)
- Get TASKS (new)
- Get TASKS by stage (new)
- Get FOLDERS (new)
- Get LISTS (new)
Data receiver: Microsoft Dynamics 365, available actions:
- Update OPPORTUNITY
- Update ACCOUNT
- Update CONTACT
- Update LEAD
- Create OPPORTUNITY
- Create ACCOUNT
- Create CONTACT
- Create LEAD
F.A.Q. on integration of ClickUp and Microsoft Dynamics 365
How is integration of ClickUp and Microsoft Dynamics 365 carried out?
How long does the integration take?
Depending on the system you want to integrate, the setup time may vary from 5 to 30 minutes. On average, it takes 10-15 minutes.
How much does it cost to integrate ClickUp with Microsoft Dynamics 365?
You don't need to pay for the integration, as all the functionality is available at all plans. You pay only for the amount of data transferred from one of your systems to another through our service. If you have a small amount of data per month, you can use a free plan and switch to a paid one, if necessary. More information about plans .
How many integrations are available in Apix-Drive?
At the moment, we have 268+ integrations beside ClickUp and Microsoft Dynamics 365
Information about ClickUp
Cloud service ClickUp provides a set of tools for collaborating on projects and tasks. Through it, you can create tasks and to-do lists, documents, wiki pages and knowledge bases. There is the possibility of maintaining tables, sending and receiving emails, scheduling tasks / projects and scheduling. ClickUp includes a system of reminders about tasks and events, monitoring mentions, tracking goals and tracking work progress. There is also time tracking, a flexible reporting system, a resource management module and a screen sharing option, as well as task commenting and online chat. More
Information about Microsoft Dynamics 365
This service is a typical representative of CRM systems, but this time from Microsoft. This service was created to organize sales and marketing and simplify the work of the support service. Microsoft Dynamics CRM is able to integrate with other services from the developer (Skype, Office, Exchange Server, etc.) and is well suited for all kinds of companies working in various directions. It is argued that this service is one of the five most popular CRM in the world and the number of users continues to grow steadily. More
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