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Apptoto + Microsoft Dynamics 365 CRM

Create or update Apptoto contacts from new Microsoft Dynamics 365 CRM leads

Effortlessly manage your contacts in Apptoto with this workflow that keeps your records up-to-date when new leads are added in Microsoft Dynamics 365 CRM. Every time a new lead is created in Microsoft Dynamics 365 CRM, a contact will be created or updated in Apptoto, ensuring a seamless transition and saving you valuable time. Focus on building relationships with your leads while this automation takes care of the data updates for you.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create or Update ContactCreates or updates a contact in Apptoto
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and Apptoto

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Apptoto

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
- Owner
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Message Received
Triggers when a message is received in Apptoto
Trigger
Instant
Try It
Participant Booking State Changed
Trigger when a participant's booking state changes in Apptoto (e.g. to invited, accepted, declined etc.)
Trigger
Instant
Try It
Participant Reminder State Changed
Trigger when a participant's reminder state changes in Apptoto (e.g. to confirmed, cancelled, etc.)
Trigger
Instant
Try It
Payment Refunded
Triggers when a payment is refunded via Apptoto
Trigger
Instant
Try It
- Event ID
- External Event ID
- Calendar ID
- Calendar Name
- Event Title
- Event Start Time
- Event End Time
- Event Timezone
- Event Location
- Event Content
- All Day?
- Contact ID
- Participant States (e.g. reminded, arrived, noshow)
- External Contact ID
- First Participant Name
- First Participant Phone
- First Participant Email
Action
Write
- Event ID
- External Event ID
Action
Write
- Event Id
- Event External Id
- Calendar ID
Action
Search

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- 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
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- 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
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Appointment Scheduled
Triggers when an appointment is scheduled through an Apptoto Booking Page
Trigger
Instant
Try It
Message Sent
Triggers when a message is sent in Apptoto
Trigger
Instant
Try It
Participant Check-In State Changed
Trigger when a participant's check in state changes in Apptoto (e.g. to arrived, late, noshow etc.)
Trigger
Instant
Try It
Payment Processed
Triggers when a payment charged or captured via Apptoto
Trigger
Instant
Try It
- Contact ID
- External Contact ID
- Email Address
- Phone Number
- Address Book ID
- Address Book Name
- Contact Name
- Zip Code
- SMS Preference
- Voice Preference
- Email Preference
- Notes
Action
Write
- Contact ID
- External Contact ID
Action
Write
- Email Address
- Phone Number
Action
Search

About Apptoto

For appointment-based businesses, Apptoto offers automated SMS text, email or voice reminders and online scheduling

Learn moreLearn moreHelpHelp

Related categories

Calendar

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Microsoft

Premium

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Create or update Apptoto contacts for new Microsoft Dynamics 365 CRM contacts

Update Apptoto contacts when Microsoft Dynamics 365 CRM contacts are updated