Gripp + Microsoft Dynamics 365 CRM

Create contacts in Gripp from new leads in Microsoft Dynamics 365 CRM

Efficiently manage your sales process by connecting Microsoft Dynamics 365 CRM and Gripp. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, a contact will be created in Gripp, ensuring a seamless transition of leads between platforms. Stay organized and never miss out on potential opportunities with this smart automation.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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
Offer Accepted
Triggers when an offer is accepted.
Trigger
Instant
Try It
New Project
Triggers when a new project is added.
Trigger
Instant
Try It
- CompanyRequired
- DateRequired
- Time
- HoursRequired
- Employee
- Completedon
- Message
Action
Write
- CompanyRequired
- SalutationRequired
- LastnameRequired
- Title
- Dateofbirth
- Notes
- Email
- Phone
- Mobile
- Department
- Function
- Initials
- Firstname
- Infix
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
New Company
Triggers when a new company is added.
Trigger
Instant
Try It
Offer Declined
Triggers when an offer gets declined.
Trigger
Instant
Try It
New Task
Triggers when a new task is added.
Trigger
Instant
Try It
- RelationtypeRequired
- CompanynameRequired
- InvoicesendtoRequired
- PostaddressRequired
- InvoicesendbyRequired
- SalutationRequired
- Website
- Notes
- Invoiceaddress Companyname
- Invoiceaddress Attn
- Invoiceaddress Street
- Invoiceaddress Streetnumber
- Invoiceaddress Addressline 2
- Invoiceaddress Zipcode
- Invoiceaddress City
- Invoiceaddress Country
- Customernumber
- Bankascription
- Bankcity
- Bic
- Externalreference
- Additionaltermofpayment
- Invoiceemail
- Vatnumber
- Vatshifted
- Vat
- Cocnumber
- Foundationdate
- Active
- Postaddress Street
- Postaddress Streetnumber
- Postaddress Addressline 2
- Postaddress Zipcode
- Postaddress City
- Postaddress Country
- Visitingaddress Street
- Visitingaddress Addressline 2
- Visitingaddress Streetnumber
- Visitingaddress Zipcode
- Visitingaddress City
- Visitingaddress Country
- Visitingaddress Lng
- Visitingaddress Lat
- Email
- Phone
- Mobile
- Initials
- Title
- Firstname
- Infix
- Lastname
- Screenname
Action
Write
- Customer number
Action
Search

About Gripp

Gripp is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

Learn more

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

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

PRODUCTS

CAPABILITIES

By team

Gripp + Microsoft Dynamics 365 CRM

Create contacts in Gripp 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)

Offer Accepted

New Project

Create Activity

CompanyRequired

DateRequired

Time

HoursRequired

Employee

Completedon

Message

Create Contact

CompanyRequired

SalutationRequired

LastnameRequired

Title

Dateofbirth

Notes

Email

Phone

Mobile

Department

Function

Initials

Firstname

Infix

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