CONSENSUS + Microsoft Dynamics 365 CRM Integrations

How to connect CONSENSUS + Microsoft Dynamics 365 CRM

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Create contacts in Microsoft Dynamics 365 CRM from new demos watched in CONSENSUS
Premium
Try it
CONSENSUS + Microsoft Dynamics 365 CRM
More details
When this happens
Step 1: Demo Watched
Then do this
Step 2: Create Contact
See Zap details Try it
Create contacts in Microsoft Dynamics 365 CRM from new demos watched in CONSENSUS
Premium
Create contacts in Microsoft Dynamics 365 CRM from new demos watched in CONSENSUS
CONSENSUS + Microsoft Dynamics 365 CRM
Create contacts in Microsoft Dynamics365 CRM from new CONSENSUS leads
Premium
Try it
CONSENSUS + Microsoft Dynamics 365 CRM
More details
When this happens
Step 1: New Lead
Then do this
Step 2: Create Contact
See Zap details Try it
Create contacts in Microsoft Dynamics365 CRM from new CONSENSUS leads
Premium
Create contacts in Microsoft Dynamics365 CRM from new CONSENSUS leads
CONSENSUS + Microsoft Dynamics 365 CRM

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Supported triggers and actions

What does this mean?

Demo Watched
Triggers when a demo is watched from Sales Accelerator.
Trigger
Instant
Try It
New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been 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
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- AccountRequired
  The id of the account to update.
Action
Write

- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- LeadRequired
  The id of the lead to update.
Action
Write
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write

New Lead
Triggers when a new lead is collected in Consensus.
Trigger
Instant
Try It
New Contact
Triggers when a new contact 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
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- ContactRequired
  The id of the contact to update.
Action
Write
- Api Docs Info
  API docs for Microsoft Dynamics 365 CRM are located here https://docs.microsoft.com/en-us/dynamics365/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write

How CONSENSUS + Microsoft Dynamics 365 CRM Integrations Work

Step 1: Authenticate CONSENSUS and Microsoft Dynamics 365 CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect CONSENSUS + Microsoft Dynamics 365 CRM

About CONSENSUS

Consensus uses interactive video demos to provide a personalized demo experience on-demand, branching, summarizing, and expounding according to the responses of each prospect.

Related categories

Marketing

About Microsoft Dynamics 365 CRM

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

Related categories

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Pipedrive

CRM (Customer Relationship Management)

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CONSENSUS + Microsoft Dynamics 365 CRM Integrations

How to connect CONSENSUS + Microsoft Dynamics 365 CRM

Create contacts in Microsoft Dynamics 365 CRM from new demos watched in CONSENSUS

Create contacts in Microsoft Dynamics 365 CRM from new demos watched in CONSENSUS

Create contacts in Microsoft Dynamics365 CRM from new CONSENSUS leads

Create contacts in Microsoft Dynamics365 CRM from new CONSENSUS leads

Connect your apps and automate workflows

Demo Watched

New Account

Contact Updated

Lead Updated

Opportunity Updated

Create Contact

Info

Update Account

Info

AccountRequired

Update Lead

Info

LeadRequired

Find Account

Info

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

Find Lead

Info

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

Find or Create Account

Info

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

Find or Create Lead

Info

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

New Lead

New Contact

New Lead

New Opportunity

Create Account

Info

Create Lead

Info

Update Contact

Info

ContactRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

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)

Find or Create Opportunity

Info

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

About CONSENSUS

Related categories

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Get started for free