BannerSeason + Microsoft Dynamics 365 CRM

Create or update BannerSeason contacts for new Microsoft Dynamics 365 CRM leads

Effortlessly manage new leads from Microsoft Dynamics 365 CRM by automatically creating or updating contacts in BannerSeason. With this automation workflow, whenever a new lead is added in Dynamics 365 CRM, the contact information will be seamlessly transferred to BannerSeason, ensuring your contacts stay up-to-date and organized for effective marketing campaigns.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create or Update Contact
Adds a new contact or updates an existing one in your BannerSeason contact list.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
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
Try It
Invoice Updated
Triggers when an invoice is updated.
Trigger
Scheduled
Try It

Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
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
- First NameRequired
- Last NameRequired
- Street AddressRequired
- CityRequired
- State / ProvinceRequired
- Postal CodeRequired
- CountryRequired
- Contact List
- Company Name
- Email Address
- Mobile Phone
- Apartment / Suite
- Birth Month
- Birth Day
- Spouse Name
- Anniversary Month
- Anniversary Day
- Merge1
- Merge2
- Merge3
- Merge4
- Merge5
- Merge6
- Merge7
- Merge8
- Merge9
- Merge10
- Merge11
- Merge12
- Merge13
- Merge14
- Merge15
- Merge16
- Merge17
- Merge18
- Merge19
- Merge20
Action
Write

Account Updated
Triggers when an account is updated.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
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

About BannerSeason

BannerSeason is a platform that enables you to Send gifts to WOW your customers with real personalized tangible cards and gifts in the mail.

Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

BannerSeason + Microsoft Dynamics 365 CRM

Create or update BannerSeason contacts for new Microsoft Dynamics 365 CRM leads

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

Create or Update Contact

First NameRequired

Last NameRequired

Street AddressRequired

CityRequired

State / ProvinceRequired

Postal CodeRequired

CountryRequired

Contact List

Company Name

Email Address

Mobile Phone

Apartment / Suite

Birth Month

Birth Day

Spouse Name

Anniversary Month

Anniversary Day

Merge1

Merge2

Merge3

Merge4

Merge5

Merge6

Merge7

Merge8

Merge9

Merge10