Provision CRM access for new identity users

When a new user is created in Microsoft Entra ID, automatically create or update a corresponding team contact in Salesforce with appropriate permissions.

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See all Salesforce + Microsoft Entra ID integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Salesforce Explore Salesforce →

Triggers

New lead created

Fires when a new lead or contact is created in Salesforce.

Deal stage changed

Fires when a deal moves to a new stage in Salesforce.

Deal won

Fires when a deal is marked won in Salesforce.

Contact updated

Fires when a field on a contact changes in Salesforce.

Actions

Create or update contact

Creates or updates a contact in Salesforce.

Create deal

Creates a new deal in Salesforce.

Update deal stage

Moves a deal to a new stage in Salesforce.

Log activity

Logs a call, email, or note against a record in Salesforce.

Microsoft Entra ID Explore Microsoft Entra ID →

Triggers

New user created

Fires when a new user account is created in Microsoft Entra ID.

User profile updated

Fires when an existing user's profile is updated in Microsoft Entra ID.

New security event

Fires when a new security or access event is logged in Microsoft Entra ID.

Actions

Create user

Creates a new user account in Microsoft Entra ID.

Add user to group

Adds a user to a group in Microsoft Entra ID.

Deactivate user

Deactivates a user's access in Microsoft Entra ID.

Assign role to user

Assigns a role or permission level to a user in Microsoft Entra ID.

Assign identity security roles when deals are won When a deal is marked won in Salesforce, automatically assign enhanced product or portal access roles to the client in Microsoft Entra ID. See details

Log security events as CRM activity When a security event is detected for an account in Microsoft Entra ID, automatically log an activity in Salesforce so account managers are aware of potential security alerts. See details

See all Salesforce + Microsoft Entra ID integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Provision CRM access for new identity users” between Salesforce and Microsoft Entra ID?

Yes — describe it in the box above and Knit's Integrations Agent researches Salesforce and Microsoft Entra ID's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Microsoft Entra ID and Salesforce improve sales team onboarding?

When a new employee account is provisioned in Microsoft Entra ID, Salesforce can automatically create or update the user contact profile and grant CRM access permissions.

Can identity security events alter CRM access?

Yes, if a security event occurs or a user is deactivated in Microsoft Entra ID, their CRM permissions in Salesforce can be revoked immediately to protect sensitive client data.