Microsoft CRM

Nikki17 · 07/26/24

Hi all,

I am looking for a solution to bring in data from Microsoft CRM as our request workflow was set up prior to Smartsheet. When a request is submitted for a product update, it is initiated in Microsoft 365 and then an email is sent to me. Is there a way to create an update to Smartsheet without a connector? Maybe Zapier? We do not have a budget to add connector to our plan and need a work around. Any help is appreciated.

Nicole

Andrée Starå · 07/26/24

https://community.smartsheet.com/discussion/128481/microsoft-crm

Hi,

I hope you're well and safe!

Yes, Zapier or another similar one or the Smartheet API. In my client solutions, I sometimes have an email that I decipher and use as the starting point for connecting with Zapier or something similar.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!

Nikki17 · 07/26/24

Thank you, Andre.

Andrée Starå · 07/26/24

https://community.smartsheet.com/discussion/comment/446501#Comment_446501

Happy to help!

✅ Remember! Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!

Microsoft CRM

Answers

Categories