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.
TriggerPolling
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom EntityRequired
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- OrderRequired
Action
Write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
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

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info Field Enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
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

Gripp + Microsoft Dynamics 365 CRM

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

New Account

New Contact

New Custom Entity

Updated Case/Incident

Updated Invoice

Updated Lead

Updated Opportunity

Updated Order

Create Account

Create Contact

Create Case/Incident

Create Invoice

Create Opportunity

Update Account

Update Contact

Update Case/Incident

Update Lead

Update Order

Find Account

Find Custom Entity

Find Campaign Response

Find Invoice

Find Opportunity

Find or Create Account

Find or Create Custom Entity

Find or Create Lead

Find or Create Order

Offer Accepted

New Project

Create Activity

Create Contact

Updated Account

Updated Contact

New Case/Incident

New Invoice

New Lead

New Opportunity

New Order

Updated Quote

Create Campaign

Create Campaign Response

Create Custom Entity

Create Lead

Create Order

Update Campaign Response

Update Custom Entity

Update Invoice

Update Opportunity

API Request (Beta)

Find Contact

Find Campaign

Find Multiple Leads

Find Lead

Find Order

Find or Create Contact

Find or Create Invoice

Find or Create Opportunity

New Company

Offer Declined

New Task

Create Company

Find a Company

About Gripp

Related categories

About Microsoft Dynamics 365 CRM

Related categories

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Zapier Interfaces