Hoops + Microsoft Dynamics 365 CRM

Create Hoops customers from new Microsoft Dynamics 365 CRM contacts

Effortlessly streamline your customer management process with this Microsoft Dynamics 365 CRM and Hoops integration. When a new contact is added in Microsoft Dynamics 365 CRM, this workflow will automatically create a customer in Hoops, saving you time and ensuring consistent information across both platforms. Stay organized and efficient while managing your growing customer base with this seamless automation.

When this happens...
New ContactTriggers when a new contact is created.
TriggerPolling
automatically do this!
Create CustomerTriggers when a Customer is created.
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and Hoops

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Hoops

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 Entity
  Required
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 type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
- Owner
Action
Write
- Info
- Order
  Required
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 Entity
  Required
- 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 Entity
  Required
- 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
New Job
Triggers when a Job is created.
Trigger
Polling
Try It
- Company Name
- Company Email
  Required
- Company Phone
- Company Website
- Profile
- Billing Address: Address Line 1
- Billing Address: Address Line 2
- Billing Address: City
- Billing Address: State
- Billing Address: Post Code
- Billing Address: Country
- Shipping Address: Address Line 1
- Shipping Address: Address Line 2
- Shipping Address: City
- Shipping Address: State
- Shipping Address: Post Code
- Shipping Address: Country
- Contact First Name
  Required
- Contact Last Name
- Contact Email
  Required
- Contact Phone Number
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 Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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_name
  Required
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 Customer
Triggers when a Customer is created.
Trigger
Polling
Try It
- Job Title
- Reference
- Quantity
- Description
- Company Name
- Company Email
  Required
- Company Phone
- Company Website
- Profile
- Billing Address: Address Line 1
- Billing Address: Address Line 2
- Billing Address: City
- Billing Address: State
- Billing Address: Post Code
- Billing Address: Country
- Shipping Address: Address Line 1
- Shipping Address: Address Line 2
- Shipping Address: City
- Shipping Address: State
- Shipping Address: Post Code
- Shipping Address: Country
- Contact First Name
  Required
- Contact Last Name
- Contact Email
  Required
- Contact Phone Number
Action
Write

About Hoops

Hoops is powerful software that streamlines the management and workflow of printing and promotional product businesses.

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About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn moreLearn moreHelpHelp

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