GreenRope + Microsoft Dynamics 365 CRM

Update GreenRope contacts when Microsoft Dynamics 365 CRM contacts are updated

Keep your Microsoft Dynamics 365 CRM and GreenRope contact data seamlessly up-to-date with this efficient workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation will create or update the corresponding contact in GreenRope, ensuring that your information remains consistent across both platforms. Say goodbye to manual data entry and enjoy streamlined contact management.

When this happens...
Contact Updated
Triggers when a contact has been updated.
TriggerScheduled
automatically do this!
Create or Update Contact
Creates a new contact, updates an existing contact if exists.
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
- GroupRequired
Trigger
Scheduled
Try It
- Group
- Search Contacts
- Contact
- Activity Types
Trigger
Scheduled
Try It
- Group
- Search Contacts
- Contact
Trigger
Scheduled
Try It
- Group
- Search Contacts
- Contact
- Closed Opportunities Only
Trigger
Scheduled
Try It
- Contact EmailRequired
- WorkflowRequired
- First Activity Starting
- Assigned To
- Connected To
- Associated With
Action
Write
- Group
- EmailRequired
- Firstname
- Lastname
- Phone
- Mobile
- Fax
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Company
- Notes
- Title
- Gender
- Birthdate
- Website
- Hometown
- Height
- Weight
- Skills & Interests
- Bio
Action
Write
- GroupRequired
- Event TypeRequired
- Event LocationRequired
- Event TitleRequired
- Start Date/TimeRequired
- End Date/TimeRequired
- Public EventRequired
- Automatic Email RemindersRequired
- Event Fee
Action
Write
- Contact EmailRequired
- TitleRequired
- Managed ByRequired
- QualityRequired
- SourceRequired
- PhaseRequired
- Value
- Chance to WinRequired
- Close DateRequired
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
- Group
Trigger
Scheduled
Try It
- Group
Trigger
Scheduled
Try It
- Group
Trigger
Scheduled
Try It
- Group
- Search Contacts
- Contact
Trigger
Scheduled
Try It
- Group
Trigger
Scheduled
Try It
- GroupRequired
- Company NameRequired
- Company Email
- Address
- City
- State
- Zip/Post Code
- Country
- Phone
- Website
- Parent Company
- Notes
Action
Write
- Contact EmailRequired
- Associate WithRequired
- Assigned ToRequired
- ActivityRequired
- Due Date/TimeRequired
- Completed Date/Time
- Notes
Action
Write
- Contact EmailRequired
- GroupRequired
- Sent Date
- Due Date
- DescriptionRequired
- Paid Date
- Payment Amount
- Line Item QuantityRequired
- Line Item SKU
- Line Item DescriptionRequired
- Line Item Unit CostRequired
- Line Item Event
Action
Write
- GroupRequired
- From NameRequired
- From EmailRequired
- SubjectRequired
- MessageRequired
- Delivery Date/TimeRequired
Action
Write

About GreenRope

Small business marketing software providing powerful and easy to use CRM, email marketing, and social media integration.

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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By team

GreenRope + Microsoft Dynamics 365 CRM

Update GreenRope contacts when Microsoft Dynamics 365 CRM contacts are updated

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 Company

GroupRequired

New CRM Activity

Group

Search Contacts

Contact

Activity Types

New Invoice

Group

Search Contacts

Contact

New Opportunity

Group

Search Contacts

Contact

Closed Opportunities Only

Activate Workflow

Contact EmailRequired

WorkflowRequired

First Activity Starting

Assigned To

Connected To

Associated With

Create or Update Contact

Group

EmailRequired

Firstname

Lastname

Phone

Mobile

Fax

Address 1

Address 2

City

State

Zip

Country

Company

Notes

Title