Crelate + Microsoft Dynamics 365 CRM

Update tags in Crelate for new leads in Microsoft Dynamics 365 CRM

Effortlessly keep your CRM and talent management systems up to date with this streamlined workflow. When a new lead is added in Microsoft Dynamics 365 CRM, their corresponding tags will be updated in Crelate, ensuring that your recruiting and sales efforts are always in sync. Stay organized and maintain accurate records across platforms, making it easier for your team to focus on building relationships and closing deals.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Update Tags
Updates a company, contact, or job's tags.
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
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 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
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- 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)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
Updated Company
Triggers when a company's details are updated. Does not trigger on new activities.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact's details are updated. Does not trigger on new activities.
Trigger
Instant
Try It
Updated Job
Triggers when a job's details are updated. Does not trigger on new activities.
Trigger
Instant
Try It
- First NameRequired
- Middle Name
- Last Name
- Salutation
- External Id
- Current Position Title
- Current Company
- Street Address
- City
- State
- Zip Code
- Mobile Phone
- Work Phone
- Personal Email Address
- Work Email Address
- Other Email Address
- Personal Website Url
- Business Url
- Blog Url
- Facebook Url
- LinkedIn Url
- Birthday
- Anniversary Date
- Salary
Action
Write
- Entity TypeRequired
- BodyRequired
- Announced
- Pinned
Action
Write
- CompanyRequired
- Name
- External ID
- Description
- Company Type
- Parent Company
- Billing Contact
- Street Address
- City
- State
- Zip Code
- Main Phone
- Fax
- Sales Email
- Sales Phone
- Support Email
- Support Phone
- Other Email
- Skype Phone
- Website
- Blog
- LinkedIn
- Facebook
Action
Write
- JobRequired
- Name
- Job Title
- Company
- External ID
- Description
- Compensation
- Website
- Start Date
- Number of Openings
- Street Address
- City
- State
- Zip Code
Action
Write
- Crelate ID
- Name
- External Primary Key
Action
Search
- Crelate ID
- Job Name
- External Primary Key
Action
Search

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
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
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
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 or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
New Company
Triggers when a company is created.
Trigger
Instant
Try It
New Contact
Triggers when a contact is created.
Trigger
Instant
Try It
New Job
Triggers when a job is created.
Trigger
Instant
Try It
- NameRequired
- External ID
- Description
- Company Type
- Parent Company
- Billing Contact
- Street Address
- City
- State
- Zip Code
- Main Phone
- Fax
- Sales Email
- Sales Phone
- Support Email
- Support Phone
- Other Email
- Skype Phone
- Website
- Blog
- LinkedIn
- Facebook
Action
Write
- NameRequired
- Job Title
- Company
- External Id
- Description
- Compensation
- Website
- Start Date
- Number of Openings
- Street Address
- City
- State
- Zip Code
Action
Write
- TaskRequired
- External ID
- Scheduled for
- Announced
- Pinned
- Add Task to
Action
Write
- ContactRequired
- First Name
- Middle Name
- Last Name
- Salutation
- External ID
- Current Position Title
- Current Company
- Street Address
- City
- State
- Zip Code
- Mobile Phone
- Work Phone
- Personal Email Address
- Work Email Address
- Other Email Address
- Personal Website Url
- Business Url
- Blog Url
- Facebook Url
- LinkedIn Url
- Birthday
- Anniversary Date
- Salary
Action
Write
- TypeRequired
- Replace TagsRequired
- TagsRequired
Action
Write
- Crelate ID
- Email Address
- External Primary Key
Action
Search

About Crelate

Crelate is modern Talent Relationship Management platform paired with simple, flexible Applicant Tracking and delivered with white-glove service.

Learn more

Related categories

HR Talent & Recruitment

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

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Zapier Interfaces

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

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Crelate + Microsoft Dynamics 365 CRM

Update tags in Crelate for new leads in Microsoft Dynamics 365 CRM

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

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 Campaign Response

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)

Updated Company

Updated Contact

Updated Job

Create Contact

First NameRequired

Middle Name

Last Name

Salutation

External Id

Current Position Title

Current Company

Street Address

City

State

Zip Code

Mobile Phone

Work Phone

Personal Email Address

Work Email Address

Other Email Address

Personal Website Url

Business Url

Blog Url

Facebook Url

LinkedIn Url

Birthday

Anniversary Date

Salary

Create Note

Entity TypeRequired

BodyRequired

Announced

Pinned

Update Company

CompanyRequired

Name

External ID

Description

Company Type

Parent Company