Endorsal + Microsoft Dynamics 365 CRM

Create new Endorsal contacts for every Microsoft Dynamics 365 CRM lead

Effortlessly streamline your lead management process with this automation workflow. When a new lead is added in Microsoft Dynamics 365 CRM, a new contact will be created in Endorsal, keeping your records consistent and up-to-date. Improve your lead handling efficiency and maintain organized contact information across platforms with this seamless integration.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create a New Contact
Creates a new contact to send a testimonial request to.
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
- Select a propertyRequired
- Select a formRequired
Trigger
Scheduled
Try It
- Select a propertyRequired
- Select an EndoFormRequired
- Customer name
- Avatar URL
- Customer email
- Customer company
- Customer position/job title
- Customer rating (1-5)
- Customer location
- Save SuperLink to dashboard
- Select a tag
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
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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
- Select a PropertyRequired
- Name
- Email Address
- Phone
- Avatar
- Location
- Position
- Company
- Website
- Imported From
- External ID
- Custom Attributes
Action
Write
- Select your propertyRequired
- Select your EndoFormRequired
- NameRequired
- Email
- Avatar
- Company
- Position
- Location
- Rating
- CommentsRequired
- Auto-approve testimonial?
Action
Write

About Endorsal

Endorsal fully automates the collection and display of testimonials & reviews, boosting social proof on autopilot.

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

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By team

Endorsal + Microsoft Dynamics 365 CRM

Create new Endorsal contacts for every Microsoft Dynamics 365 CRM lead

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

New Testimonial Submission

Select a propertyRequired

Select a formRequired

Create a SuperLink

Select a propertyRequired

Select an EndoFormRequired

Customer name

Avatar URL

Customer email

Customer company

Customer position/job title

Customer rating (1-5)

Customer location

Save SuperLink to dashboard

Select a tag

Account Updated

Contact Updated

New Case/Incident

New Invoice

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Invoice

Info

Owner

Update Account