Databox + Microsoft Dynamics 365 CRM Integrations
How to connect Databox + Microsoft Dynamics 365 CRM
Zapier lets you send info between Databox and Microsoft Dynamics 365 CRM automatically—no code required.
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Popular Databox + Microsoft Dynamics 365 CRM workflows
Increase Databox counters for new contacts in Microsoft Dynamics 365 CRM
Increase Databox counters for new contacts in Microsoft Dynamics 365 CRMPremiumIncrease Databox counters for new leads in Microsoft Dynamics 365 CRM
Increase Databox counters for new leads in Microsoft Dynamics 365 CRMPremiumIncrease Databox counters for new opportunities in Microsoft Dynamics 365 CRM
Increase Databox counters for new opportunities in Microsoft Dynamics 365 CRMPremium
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Push Custom DataPush any custom data to Databox.Action- Increase CounterIncrement a specified metric by 1 every time this action happens.Action
New AccountTriggers when a new account is created.Trigger- New ContactTriggers when a new contact is created.Trigger
- Contact UpdatedTriggers when a contact has been updated.Trigger
- New LeadTriggers when a new lead is created.Trigger
- Lead UpdatedTriggers when a lead has been updated.Trigger
- New OpportunityTriggers when a new opportunity is created.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 Databox + Microsoft Dynamics 365 CRM Integrations Work
- Step 1: Authenticate Databox 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.
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