Freshsales Classic + Microsoft Dynamics 365 CRM

Create or update Freshsales Classic contacts for new contacts in Microsoft Dynamics 365 CRM

Effortlessly maintain your contact database in Freshsales Classic when new contacts are added to Microsoft Dynamics 365 CRM. With this workflow, whenever a new contact is created in Microsoft Dynamics 365 CRM, it will automatically update or create a corresponding contact in your Freshsales Classic account. Keep your sales team in sync, and make sure none of your valuable leads slip through the cracks.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create or Update Contact
Updates the existing contact or creates the new contact if contact doesn't exist
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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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
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
Action
Write
- Update ByRequired
- Enter Email / Lead IDRequired
- NoteRequired
Action
Write
- Name
Action
Write
- Name
- Value 1
- Value
Action
Write
- Update ByRequired
- Enter Contact ID / Email ID / Phone NORequired
Action
Write
- Lead IDRequired
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
Action
Write
- Update ByRequired
- Enter Email / Lead IDRequired
Action
Write
- EmailRequired
Action
Search
- EmailRequired
- First Name
- Last Name
- Email
- Mobile Number
Action
Search or 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
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It
- Update ByRequired
- Enter Name / Deal IDRequired
- NoteRequired
Action
Write
- Update ByRequired
- Enter Name / Account IDRequired
- NoteRequired
Action
Write
- First Name
- Last Name
- Email
- Mobile Number
Action
Write
- First Name
- Last NameRequired
- Company Name
- Email
- Mobile Number
Action
Write
- Delete ByRequired
- Enter Email / Contact IDRequired
Action
Write
- Update ByRequired
- Enter Name / Account IDRequired
Action
Write
- Update ByRequired
- Enter Name / Deal IDRequired
Action
Write
- Account NameRequired
Action
Search
- Find ByRequired
- Email / Phone NORequired
Action
Search
- Find ByRequired
- Email / Phone NORequired
- First Name
- Last NameRequired
- Company Name
- Email
- Mobile Number
Action
Search or write

About Freshsales Classic

Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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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Freshsales Classic + Microsoft Dynamics 365 CRM

Create or update Freshsales Classic contacts for new contacts 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)

New Contact

Filter NameRequired

New Lead

Filter NameRequired

Add Note to Contact

Update ByRequired

Enter Email / Contact IDRequired

NoteRequired

Add Note to Lead

Update ByRequired

Enter Email / Lead IDRequired

NoteRequired

Create Account

Name

Create Deal

Name

Value 1

Value

Create or Update Contact

Update ByRequired

Enter Contact ID / Email ID / Phone NORequired

Lead Convert

Lead IDRequired

Update Contact

Update ByRequired

Enter Email / Contact IDRequired

Update Lead

Update ByRequired

Enter Email / Lead IDRequired

Find Contact

EmailRequired

Search the matching Contacts

EmailRequired

First Name

Last Name

Email

Mobile Number

New Contact

New Custom Entity

Custom EntityRequired