Agendor + Microsoft Dynamics 365 CRM
Agendor + Microsoft Dynamics 365 CRM
Update Agendor persons when Microsoft Dynamics 365 CRM contacts are updated
Keep your Microsoft Dynamics 365 CRM and Agendor contacts up-to-date with this seamless workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation will create or update the corresponding person in Agendor, ensuring accurate and consistent information across both platforms. Save time and eliminate manual data entry with this efficient contact management solution.
- When this happens...
Updated ContactTriggers when a contact is updated.TriggerPolling - automatically do this!
Create or Update PersonCreates or updates a Person (Pessoa).ActionWrite
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Microsoft Dynamics 365 CRM and Agendor
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Agendor
New AccountTriggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New 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 plan - 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
- Customer typeRequired
- Owner
- 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
- Owner
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 app- Info
- 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 app- State Code
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- 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 app- Info
- Info_field_enable
- Contact ID
- 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 app- Info
- 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 found- Info
- 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 found- Info
- 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- Info
- 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
New DealTriggers when a new Deal (NegĂłcio) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Deal Stage Changed
Triggers when a Deal (NegĂłcio) moves to another stage (Etapa) in the pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Won
Triggers when a Deal (NegĂłcio) is set as won.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Organization
Triggers when an Organization (Empresa) is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Person
Triggers when a Person (Pessoa) is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - DealRequired
- Funnel (Funil)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- Value (Valor)
- Description (Descrição)
- Start Time (Data de InĂcio)
- Products (Produtos)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name (Nome)Required
- Legal Name (RazĂŁo Social)
- CNPJ
- Description (Descrição)
- Website
- Ranking
- Owner User (Usuário Responsável)
- Email
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (PaĂs)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
- Category (Categoria)
- Sector (Setor)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name (Nome)Required
- EmailRequired
- Role (Cargo)
- CPF
- Ranking
- Description (Descrição)
- Birthday (Aniversário)
- Owner User (Usuário Responsável)
- Organization (Empresa)
- Category (Categoria)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
- Author (Criador)
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (PaĂs)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Title (TĂtulo)
- Organization (Empresa)
- Person
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- Cpf
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name (Nome)Required
- CNPJ
- Email
- Legal Name (RazĂŁo Social)
- Description (Descrição)
- Website
- Ranking
- Owner User (Usuário Responsável)
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (PaĂs)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
- Category (Categoria)
- Sector (Setor)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
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
- New 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 plan - New 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 plan - New 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 plan - New 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 plan - New 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 plan - 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.- 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
- Company Name
- 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 app- Campaign_nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- 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 app- Info
- 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 app- Info
- 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 app- Info
- Info_field_enable
- Company Name
- 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 found- Info
- 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- Info
- Info_field_enable
- Contact ID
- 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- New Task
Triggers when a new Task (Tarefa/Comentário) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Lost
Triggers when a Deal (NegĂłcio) is set as lost.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Deal
Triggers when a Deal (NegĂłcio) is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Organization
Triggers when a new Organization (Empresa) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Person
Triggers when a new Person (Pessoa) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Relates to (Relaciona-se a)Required
- Text (Texto)Required
- Author (Criador)Required
- Due Date (Data de Agendamento)
- Assigned Users (Usuários Responsáveis)
- Finished? (Finalizada?)
- Metrics (MĂ©tricas)
- Type (Tipo)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- Deal Status (Status do NegĂłcio)Required
- End Time (Data de ConclusĂŁo)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Name (Nome)
- Legal Name (RazĂŁo Social)
- CNPJ
- Description (Descrição)
- Website
- Ranking
- Owner User (Usuário Responsável)
- Email
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (PaĂs)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
- Category (Categoria)
- Sector (Setor)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Name (Nome)Required
- Role (Cargo)
- CPF
- Ranking
- Description (Descrição)
- Birthday (Aniversário)
- Owner User (Usuário Responsável)
- Organization (Empresa)
- Category (Categoria)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
- Author (Criador)
- Email
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (PaĂs)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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.- Name
- Cnpj
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Title (TĂtulo)Required
- Organization (Empresa)
- Person (Pessoa)
- Deal Status (Status do NegĂłcio)
- Description (Descrição)
- Products (Produtos)
- Ranking
- Start Time (Data de InĂcio)
- End Time (Data de ConclusĂŁo)
- Owner User (Usuário Responsável)
- Funnel (Funil)
- Value (Valor)
- Author (Criador)
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- Name (Nome)Required
- CPF
- Email
- Role (Cargo)
- Ranking
- Description (Descrição)
- Birthday (Aniversário)
- Owner User (Usuário Responsável)
- Organization (Empresa)
- Category (Categoria)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
- Author (Criador)
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (PaĂs)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
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
Agendor is a sales improvement platform with web and mobile version designed for Brazilian companies with long sales cycles.
Related categories
Similar apps
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Related categories
Similar apps
Pipedrive
CRM (Customer Relationship Management)
Insightly
CRM (Customer Relationship Management)
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier