Exact Online Bouw + Microsoft Dynamics 365 CRM

Create contacts in Exact Online Bouw from new leads in Microsoft Dynamics 365 CRM

Effortlessly streamline your lead management process by connecting Microsoft Dynamics 365 CRM with Exact Online Bouw. This workflow is triggered when a new lead is added in Microsoft Dynamics 365 CRM, creating a corresponding contact in Exact Online Bouw. With this automation, you can save time, maintain seamless communication, and easily manage all your contacts in both systems.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Contact
Contact aanmaken
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
- Contact NaamRequired
- Contact TypeRequired
- Straatnaam
- Huisnummer
- Postcode
- Plaats
- Emailadres
- Telefoonnummer
- KvK nummer
- BTW nummer
- IBAN
- Opmerking
- Land
Action
Write
- TokenRequired
- Project IdRequired
- Kleur
Action
Write

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
- Query voor zoeken
Trigger
Scheduled
Try It
- NummerRequired
- ObjectnaamRequired
- Project id
- ContactRequired
- Bewoner
- Omschrijving
- Straatnaam
- Huisnummer
- Postcode
- Stad
- Land
- Eerste opleverdatum
- Tweede opleverdatum
Action
Write
- Projectnaam
- Project statusRequired
- Straat
- Huisnummer
- Postcode
- Plaats
- ContactRequired
- Filiaal
- Omschrijving
- Project Categorie
- Referentie
- Start Datum
- Eind Datum
Action
Write

About Exact Online Bouw

Exact Online Bouw is a construction project management platform.

Related categories

Project Management

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

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Exact Online Bouw + Microsoft Dynamics 365 CRM

Create contacts in Exact Online Bouw from 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)

Create Contact

Contact NaamRequired

Contact TypeRequired

Straatnaam

Huisnummer

Postcode

Plaats

Emailadres

Telefoonnummer

KvK nummer

BTW nummer

IBAN

Opmerking

Land

Create Planitem

TokenRequired

Project IdRequired

Kleur

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account

Info

Create Contact

Info

Create Case/Incident

Info

Customer typeRequired

Status

Update Account

Info

AccountRequired

Update Contact

Info

ContactRequired

Update Lead

Info