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Crossbeam + Microsoft Dynamics 365 CRM Integrations

How to connect Crossbeam + Microsoft Dynamics 365 CRM

Zapier lets you send info between Crossbeam and Microsoft Dynamics 365 CRM automatically—no code required.

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Crossbeam logo
Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo

Do Even More with Crossbeam + Microsoft Dynamics 365 CRM

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Crossbeam + Microsoft Dynamics 365 CRM workflows do more for them.

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Supported triggers and actions

What does this mean?
  • Crossbeam triggers, actions, and search
    Get Overlaps From Report
    Retrieve overlaps from a given report you saved on Crossbeam
    Action
    Search
  • Crossbeam triggers, actions, and search
    Partner Records Search by Record Type and ID
    For a given Crossbeam Partner Record Type and ID, return any overlapping data with your partners.
    Action
    Search
  • Crossbeam triggers, actions, and search
    Records Search by Domain
    Search your Crossbeam records for a specific domain
    Action
    Search
  • Crossbeam triggers, actions, and search
    Record Search by ID
    Search your Crossbeam records for a specific Record ID
    Action
    Search
  • Crossbeam triggers, actions, and search
    Records Search by Email
    Search your Crossbeam records for a specific email
    Action
    Search
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account
    Triggers when a new account is created.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Contact
    Triggers when a new contact is created.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    Contact Updated
    Triggers when a contact has been updated.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM

    Triggers when a new lead is created.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Triggers when a lead has been updated.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Triggers when a new opportunity is created.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Triggers when an opportunity has been updated.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Creates a new account.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Creates a new contact.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Creates a new lead.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Updates an account.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Updates a contact.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Updates a lead.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds an account by name.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds a contact by email address or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds a lead by email address or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds an opportunity by subject or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds an account by name.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds a contact by email address or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds a lead by email address or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds an opportunity by subject or other searchable field, or creates the opportunity if it does not exist.

    Scheduled

    Action

How Crossbeam + Microsoft Dynamics 365 CRM Integrations Work

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

A collection of Crossbeam Actions and Triggers to help support your partner ecosystem workflows.

Related categories

  • Business Intelligence
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microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

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

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