Harpoon + Microsoft Dynamics 365 CRM

Create Harpoon contacts from new Microsoft Dynamics 365 CRM leads

Effortlessly connect Microsoft Dynamics 365 CRM and Harpoon with this seamless workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this automation creates a contact in Harpoon right away. Streamline your client management process, ensuring that every important lead is captured and added to your contact list without any manual effort.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Contact
Creates a new contact.
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
- Team
Trigger
Scheduled
Try It
- TeamRequired
Trigger
Scheduled
Try It
- Team
Trigger
Scheduled
Try It
- Team
Trigger
Scheduled
Try It
- TeamRequired
- Client in TeamRequired
- First NameRequired
- Last Name
- EmailRequired
- Phone
Action
Write
- TeamRequired
- Category NameRequired
Action
Write
- TeamRequired
- Project in Team
- Task
- Description
- HoursRequired
- 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
- Team
Trigger
Scheduled
Try It
- Team
Trigger
Scheduled
Try It
- Team
Trigger
Scheduled
Try It
- Team
Trigger
Scheduled
Try It
- TeamRequired
- Company NameRequired
- Address
- Source
- Contact First NameRequired
- Contact Last Name
- Contact Email AddressRequired
- Contact Phone #
Action
Write
- TeamRequired
- Project in Team
- Category
- AmountRequired
- VendorRequired
- Description
- DateRequired
Action
Write
- TeamRequired
- Client in TeamRequired
- Project NameRequired
- Start
- End
- Hours Budgeted
- Status
Action
Write

About Harpoon

Harpoon is a financial planning, scheduling, time-tracking, invoicing, and budgeting platform for professional freelancers, studios, and agencies.

Related categories

Time Tracking Software

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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Harpoon + Microsoft Dynamics 365 CRM

Create Harpoon contacts from new Microsoft Dynamics 365 CRM leads

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

Team

New Expense Category

TeamRequired

New Project

Team

New Time Entry

Team

Create Contact

TeamRequired

Client in TeamRequired

First NameRequired

Last Name

EmailRequired

Phone

Create Expense Category

TeamRequired

Category NameRequired

Create Time Entry

TeamRequired

Project in Team

Task

Description

HoursRequired

DateRequired

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