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How to use Power Automate for CRM automation

How to use Power Automate for CRM automation

Sales and marketing teams can use Microsoft Power Automate to streamline customer relationship management (CRM) processes, improve sales efficiency and customer retention, and increase response rates to marketing communications. 

Do you spend a lot of time on manual tasks that could be automated? If so, you’re not alone. Many sales and marketing teams struggle to keep up with the demands of customer relationship management (CRM). Thankfully, Microsoft Power Automate can help. Power Automate is a cloud-based platform that allows you to automate business processes by integrating with a variety of applications using APIs, including CRM systems such as Dynamics 365, Salesforce, and more. In this blog post, we will show you how to use Power Automate to automate CRM processes and improve your sales efficiency and customer retention activities. 

Power Automate: A low-code automation tool to streamline CRM and sales interactions

If you’re a member of the sales or marketing team, you’re in a unique position to help your company streamline processes, improve sales efficiency and increase response rates. By using Power Automate, Microsoft’s iPaaS offering, you can do all of the above, and save time and money.

iPaaS (integrated platform as a service) is an approach that connects cloud applications with customer data so they can work together seamlessly. One common example of iPaaS is Salesforce Einstein Bots—bots that connect with other apps via APIs or webhooks so they can communicate directly with each other in real-time without human intervention from another employee necessary. 

How does Power Automate facilitate workflow automation?

Power Automate enables you to easily create workflows that automate repetitive and time-consuming tasks, such as sending follow-up emails to customers or updating CRM records. Power Automate also provides an easy way for sales and marketing teams to collaborate on customer communications by creating shared inboxes.

By automating CRM processes with Power Automate, sales and marketing teams can improve their efficiency and responsiveness in handling customers, across stages such as lead nurturing, pre-sales, negotiations, deal closure, and new client onboarding. In addition, Power Automate can help you increase customer retention by automatically keeping track of customer interactions and sending reminders for follow-up actions.

When you have multiple applications that need to interact with one another, it’s important to keep your data in sync across all of them. With Power Automate, you can automate the process of keeping your records updated between CRM and other applications.

The best part? With Power Automate’s interactive designer, you’ll be able to create workflows without writing code! With simple clicks, you can create flows that connect Salesforce to other apps like MailChimp, Excel, Google Sheets, and more so that you don’t have to update each record manually. 

Automate workflows that deliver custom notifications to your team

Power Automate can be used to trigger actions or flows when a customer wants to move forward with purchasing a product or service to ensure all relevant teams/individuals are in the loop and ready to perform their roles in the process.

For marketing teams to provide supporting collaterals for different levels of customer interactions, sales team members can build flows that use the data in the CRM instance to segment leads/customers based on location, purchase history, or communication preferences. This will help ensure each customer receives the right content at the right time that matches their interests.

You can also create rules and alerts based on this behavior. For example, if they buy something from one product line but not another, you could send them an alert suggesting they purchase more products from both lines of products or just request that they let you know what other products would be appropriate for them to try out as well.

In the next section, we will take you through, in brief steps, how to create a Power Automate workflow that will automatically send follow-up emails to customers.

Creating a Power Automate workflow for customer interactions

To get started with Power Automate, you can simply connect it to your CRM through our open API or the Zapier integration. From there you can create powerful automated workflows by linking together multiple actions from different apps and services like Gmail, Salesforce, ServiceNow, Slack, and more. Here’s how you can get started with building flows on Power Automate: 

  • To create a Power Automate workflow that automatically sends follow-up emails to customers, you will need to first create a new flow in Power Automate.
  • To do this, go to the Power Automate website and sign in with your Microsoft account. Then, click on the “Create a flow from scratch” button.
  • On the next page, select the “Instant – Cloud Flow” template and give your flow a name.
  • Now, you will need to select the CRM system that you want to integrate with Power Automate. For this example, we will use Dynamics 365 for Sales. However, Power Automate also supports a number of other CRM systems, such as Salesforce and Zoho CRM.
  • After you have selected your CRM system, click on the “Create” button to continue.
  • On the next page, you will be asked to choose a trigger for your flow. A trigger is an event that starts a workflow. For this example, you can use the “New Customer Service Case” trigger. This trigger will start the workflow whenever a new customer service case is created in Dynamics 365 for Sales. 


Power Automate is a great tool for automating business processes. It allows you to use the tools you already know, like Microsoft Excel and SharePoint, but with the added power of connecting those applications together. With Power Automate, you can build flows that connect almost every application in your stack so that when one changes something in an email or calendar invite – say an appointment for a meeting – it automatically updates all relevant data across every application. This means that your sales team won’t miss opportunities because they were unaware of customer needs or preferences; instead, everyone knows exactly what’s happening at any given moment thanks to automation. 

To know how you can get started with quick, low-code process automation, get in touch with us today! 

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