Arlo + Microsoft Dynamics 365 CRM

Create and update Arlo contacts with new Microsoft Dynamics 365 CRM contacts

Effortlessly maintain up-to-date contact information across Microsoft Dynamics 365 CRM and Arlo with this seamless workflow. Whenever you add a new contact in Dynamics 365 CRM, this automation promptly updates the corresponding contact details in Arlo, ensuring accurate customer data in both platforms. Say goodbye to manual updates and enjoy consistent contact management.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Update Contact
Update an existing contact
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
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Invoice Updated
Triggers when an invoice is updated.
Trigger
Scheduled
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Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It

- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Included Information
Trigger
Instant
Try It
- Included Information
Trigger
Instant
Try It
- Included Information
Trigger
Instant
Try It
- Included Information
Trigger
Instant
Try It
- Included Information
Trigger
Instant
Try It
- Included Information
Trigger
Instant
Try It
Create Contact
Creates a new contact
Action
Write
Create Organisation
Creates a new organisation
Action
Write
- Included Information
Action
Search
- Included Information
Action
Search
- Included Information
Action
Search
- Included Information
Action
Search
- Included Information
Action
Search or write

Account Updated
Triggers when an account is updated.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write
Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Included Information
Trigger
Instant
Try It
- Included Information
Trigger
Instant
Try It
- Included Information
Trigger
Instant
Try It
- Included Information
Trigger
Instant
Try It
- Included Information
Trigger
Instant
Try It
- Included Information
Trigger
Instant
Try It
- ID
- First Name
- Last Name
- Email
- Code
- Work Phone
- Home Phone
- Mobile Phone
- Status
- Created Date Time
- Last Modified Date Time
- Postal Address: Street Line 1
- Postal Address: Street Line 2
- Postal Address: Suburb Or Region
- Postal Address: City
- Postal Address: State Or Province
- Postal Address: Post Code
- Postal Address: Country
- Marketing: Newsletter Subscriber
- Marketing: Suppress Bulk Post
- Marketing: Suppress Bulk Email
- Employment Organisation ID
Action
Write
Update Registration
Update an existing registration
Action
Write
- Included Information
Action
Search
- Included Information
Action
Search
- Included Information
Action
Search
- Included Information
Action
Search or write

About Arlo

Arlo is a complete training management solution to promote, sell, and deliver courses and events.

Learn more

Related categories

Event Management

About Microsoft Dynamics 365 CRM

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

Learn more Help

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Arlo + Microsoft Dynamics 365 CRM

Create and update Arlo contacts with new Microsoft Dynamics 365 CRM contacts

New Account

New Contact

New Custom Entity

Case/Incident Updated

Invoice Updated

Lead Updated

Opportunity Updated

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Lead

Info

Owner

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

Update Lead

Info

LeadRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign

Campaign NameRequired

Find Invoice

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

Find or Create Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

New Contact

Included Information

New Event

Included Information

New Multi-Session Event Registration

Included Information

New Elearning Registration

Included Information

New Order

Included Information

New Basic Event Registration

Included Information

Create Contact

Create Organisation

Find Contact

Included Information

Find Multi-Session Event Registration

Included Information

Find Order

Included Information

Find Basic Event Registration

Included Information

Find or Create Organisation

Included Information

Account Updated

Contact Updated

New Case/Incident

New Invoice