Contacts+ + Microsoft Dynamics 365 CRM
Save new Contacts+ business cards as contacts in Microsoft Dynamics CRM
Stop typing in your new contact details by hand! After this integration is set up, Contacts+'s human staff will transcribe the card, and then Zapier will use those details to automatically create a new Microsoft Dynamics CRM contact for your records.
Stop typing in your new contact details by hand! After this integration is set up, Contacts+'s human staff will transcribe the card, and then Zapier will use those details to automatically create a new Microsoft Dynamics CRM contact for your records.
- When this happens...
New Business Card TranscribedTriggers when a business card has been transcribed.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ContactCreates a new contact.
ActionWriteCreate a new record or update an existing record in your app.
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Team
Photo URL
Prefix
First Name
Middle Name
Last Name
Suffix
Organization
Title
Home Email
Work Email
Other Email
Home Phone
Mobile Phone
Work Phone
Main Phone
Work Fax
Home Address
Home Address 2
Home City
Home State
Home Postal Code
Home Country
Work Address
Work Address 2
Work City
Work State
Work Postal Code
Work Country
URLs
Relationships
IMs
Notes
Birthday
Dates
Tag(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Team
ContactRequired
Tag(s) to RemoveRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Team
Photo URL
Prefix
First Name
Middle Name
Last Name
Suffix
Organization
Title
Home Email
Work Email
Other Email
Home Phone
Mobile Phone
Work Phone
Main Phone
Work Fax
Home Address
Home Address 2
Home City
Home State
Home Postal Code
Home Country
Work Address
Work Address 2
Work City
Work State
Work Postal Code
Work Country
URLs
Relationships
IMs
Notes
Birthday
Dates
Tag(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Company
Email
Phone
Team
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInfo
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Case/IncidentRequired
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
ContactRequired
Team
NotesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Team
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Team
ContactRequired
Tag(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FullContact API KeyRequired
Domain or EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFullContact API KeyRequired
Emails
Phone Numbers
Given Name
Family Name
Twitter Handle
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOwner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Custom Entity ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Contacts+
Related categories
About Microsoft Dynamics 365 CRM
Related categories
Related Zap Templates
- Add new Contacts+ business cards to Microsoft Dynamics CRM as leads
- Update Contacts+ notes when Microsoft Dynamics 365 CRM contacts are updated
- Update Contacts+ contacts when new contacts are created in Microsoft Dynamics 365 CRM
- Create contacts in Contacts+ from new leads in Microsoft Dynamics 365 CRM
- Create contacts in Contacts+ from new contacts in Microsoft Dynamics 365 CRM