Connect Apollo and Microsoft Dynamics 365 CRM to unlock the power of automation
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Set up your first integration
Quickly connect Apollo to Microsoft Dynamics 365 CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Apollo with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Account Updated" from Apollo.
Add your action
An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.
You’re connected!
Zapier seamlessly connects Apollo and Microsoft Dynamics 365 CRM, automating your workflow.
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Frequently Asked Questions about Apollo + Microsoft Dynamics 365 CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Apollo and Microsoft Dynamics 365 CRM
What triggers are available when integrating Apollo with Microsoft Dynamics 365 CRM?
When integrating Apollo with Microsoft Dynamics 365 CRM, you can utilize triggers such as 'New Contact' in Apollo, which automatically creates a corresponding record in Dynamics 365. Another useful trigger is the 'Contact Updated' in Apollo, leading to an update in the existing record within Dynamics.
Can I create custom actions when setting up the integration between Apollo and Microsoft Dynamics 365 CRM?
Yes, we allow for customization of actions during the integration setup. You can define specific actions like adding details to existing contacts, updating fields based on custom criteria, or even starting workflows within Dynamics 365 based on conditions set in Apollo.
How do field mappings work between Apollo and Microsoft Dynamics 365 CRM?
Field mappings between Apollo and Microsoft Dynamics 365 CRM can be configured to ensure data consistency. You'll need to map fields manually to match data points like email addresses, phone numbers, and contact names between both platforms.
Is it possible to synchronize contact information bi-directionally between the two systems?
Absolutely, our integration supports bi-directional synchronization of contact information. Changes made in either Apollo or Dynamics 365 will be reflected in the other system using designated triggers and actions set during configuration.
What happens if there is a conflict during a sync operation?
In case of conflicts during sync operations, our system prioritizes based on pre-set rules defined at the time of integration. You can specify whether updates from Apollo or Dynamics should take precedence or if users should be notified for manual resolution.
Are there any limitations regarding data syncing that I should be aware of?
While we strive for seamless syncing capabilities, there might be limitations related to API rate limits set by Microsoft Dynamics 365. Additionally, certain custom fields may require special handling during setup.
How often are updates synced between Apollo and Microsoft Dynamics 365 CRM?
Updates are typically synced in real-time as they occur in each system. However, depending on network conditions or other factors like API limits from Dynamics 365, there could be slight delays which we actively monitor.
Practical ways you can use Apollo and Microsoft Dynamics 365 CRM
Streamlining bookkeeping processes
Establish an automation to handle repetitive financial tasks, such as data entry, invoice processing, or expense tracking, to improve efficiency and accuracy.
Business OwnerImproving task delegation and tracking
Set up a system to assign and monitor project tasks automatically, ensuring that all team members have clarity on their responsibilities and deadlines.
Project ManagementOptimizing sales pipeline management
Create a process that automates the tracking and reporting of the sales pipeline, enabling the team to focus on closing deals rather than manual data entry.
Sales OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Account Updated
Triggers when an existing Account is updated.
Try ItTriggerInstant - New Account
Triggers when a new Account is created.
Try ItTriggerInstant - NameRequired
- Domain
- Phone Number
- Raw Address
ActionWrite- NameRequired
- amountRequired
- Owner ID
- Opportunity Stage Id
- Closed Date
ActionWrite
- Contact Updated
Triggers when an existing Contact is updated.
Try ItTriggerInstant - New ContactTry ItTriggerInstant
- First NameRequired
- Last NameRequired
- Organization NameRequired
- title
- Email AddressRequired
- Address
- Website Url
ActionWrite- NoteRequired
- Contacts IDsRequired
- PriorityRequired
- TypeRequired
- Due DateRequired
- Assigned ToRequired
ActionWrite
