JobAdder + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM leads to JobAdder as companies

Effortlessly streamline your lead management process with this workflow that connects Microsoft Dynamics 365 CRM and JobAdder. Whenever a new lead is added in Microsoft Dynamics 365 CRM, a company will be created in JobAdder, ensuring your database stays up-to-date and saving you valuable time. Focus on nurturing leads and closing deals while this automation keeps your records organized.

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

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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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
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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
Job Ad Expired
Triggers when a job ad has expired on a job board. Will trigger multiple times if posted on multiple job boards
Trigger
Instant
Try It
- When to Trigger
Trigger
Instant
Try It
- When to Trigger
Trigger
Instant
Try It
- Interviews Created By
Trigger
Instant
Try It
- When to Trigger
Trigger
Instant
Try It
- Select entity removed from folderRequired
- Select folderRequired
- ID for specific sample data
Trigger
Instant
Try It
- Candidate IDRequired
- Document TypeRequired
- FilenameRequired
- FileRequired
Action
Write
- Company IDRequired
- Note TypeRequired
- Note TextRequired
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Salutation
- Mobile
- Phone
- Date of Birth
- Emergency Contact
- Emergency Phone
- Unsubscribed
- Candidate Source
- Candidate Status
- Candidate Internal Rating
- Recruiter/s
- Street Line 1
- Street Line 2
- City
- State
- Postcode
- Country Code (Alpha-2)
- LinkedIn
- Facebook
- Twitter
- Employer
- Position
- Work Type
- Salary Rate Per
- Salary Rate
- Position
- Work Type
- Salary Rate Per
- Minimum Salary Rate
- Maximum Salary Rate
- Immediately?
- Relative Unit
- Relative Period
- From Date
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Mobile
- Unsubscribed
- Salutation
- Status
- Company
- Position
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- Job Order IDRequired
- Note TypeRequired
- Note TextRequired
Action
Write
- Application IDRequired
- Application StatusRequired
- Note Text
Action
Write
- Candidate IDRequired
- Categories
- Sub Categories
- Skills
Action
Write
- Contact IDRequired
- First Name
- Last Name
- Email
- Phone
- Mobile
- Unsubscribed
- Salutation
- Contact Status
- Company
- Position
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- Candidate ID
- Email
- Find Full Name
- Find Mobile
Action
Search
- Contact ID
- Email
- Find Full Name
- Find Company ID
Action
Search
- Placement ID
- Candidate Full Name
- Candidate ID
- Company Full Name
- Company ID
- Placement Approved?
- Placement Type
Action
Search
- Candidate IDRequired
Action
Search
- Company IDRequired
Action
Search
- Job Order IDRequired
Action
Search
- Candidate ID
- EmailRequired
- Find Full Name
- Find Mobile
- First NameRequired
- Last NameRequired
- Salutation
- Mobile
- Phone
- Date of Birth
- Emergency Contact
- Emergency Phone
- Unsubscribed
- Candidate Source
- Candidate Status
- Candidate Internal Rating
- Recruiter/s
- Street Line 1
- Street Line 2
- City
- State
- Postcode
- Country Code (Alpha-2)
- LinkedIn
- Facebook
- Twitter
- Employer
- Position
- Work Type
- Salary Rate Per
- Salary Rate
- Position
- Work Type
- Salary Rate Per
- Minimum Salary Rate
- Maximum Salary Rate
- Immediately?
- Relative Unit
- Relative Period
- From Date
Action
Search or write
- Contact ID
- EmailRequired
- Find Full Name
- Find Company ID
- First NameRequired
- Last NameRequired
- Phone
- Mobile
- Unsubscribed
- Salutation
- Status
- Company
- Position
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Search or 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
- Select entity added to folderRequired
- Select folderRequired
- ID for specific sample data
Trigger
Instant
Try It
New Retained Invoice Sent
Triggers when a retained invoice is sent
Trigger
Instant
Try It
- When to TriggerRequired
Trigger
Instant
Try It
- When to Trigger
Trigger
Instant
Try It
New Job Ad Posted
Triggers when a new job ad is posted on a job board. Will trigger multiple times if posted on multiple job boards
Trigger
Instant
Try It
- When to Trigger
Trigger
Instant
Try It
- Application IDRequired
- Note TypeRequired
- Note TextRequired
Action
Write
- Candidate IDRequired
- Note TypeRequired
- Note TextRequired
Action
Write
- Contact IDRequired
- Note TypeRequired
- Note TextRequired
Action
Write
- Company NameRequired
- Status
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- Job TitleRequired
- Job Description
- Work TypeRequired
- Number of Jobs
- Job OwnerRequired
- Status
- Location
- Company
- Recruiter/s
- Amount
- Type
Action
Write
- Placement IDRequired
- Note TypeRequired
- Note TextRequired
Action
Write
- Candidate IDRequired
- First Name
- Last Name
- Email
- Salutation
- Mobile
- Phone
- Date of Birth
- Emergency Contact
- Emergency Phone
- Unsubscribed
- Candidate Status
- Candidate Internal Rating
- Seeking?
- Recruiter/s
- Street Line 1
- Street Line 2
- City
- State
- Postal Code
- Country Code (Alpha-2)
- LinkedIn
- Facebook
- Twitter
- Employer
- Positon
- Work Type
- Salary Rate Per
- Salary Rate
- Position
- Work Type
- Salary Rate Per
- Minimum Salary Rate
- Maximum Salary Rate
- Immediately?
- Relative Unit
- Relative Period
- From Date
Action
Write
- Company IDRequired
- Company Name
- Summary
- Company Status
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- Application ID
- Candidate ID
- Job ID
- Job Ad ID
- Active Applications Only?
Action
Search
- Company ID
- Company Name
Action
Search
- Job Order ID
- Job Title
- Owner ID
- Company Name
- Company ID
Action
Search
- Application IDRequired
Action
Search
- Candidate IDRequired
- DocumentRequired
Action
Search
- Contact IDRequired
Action
Search
- Placement IDRequired
Action
Search
- Company ID
- Company NameRequired
- Status
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Search or write
- Job Order ID
- Job TitleRequired
- Job OwnerRequired
- Company Name
- Company
- Job Description
- Work TypeRequired
- Number of Jobs
- Status
- Location
- Recruiter/s
- Amount
- Type
Action
Search or write

About JobAdder

JobAdder is the ATS and CRM recruiters love to use. Increase your productivity, growth and ROI by improving your user adoption rate.

Learn more Help

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CRM (Customer Relationship Management)

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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 more Help

Related categories

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PRODUCTS

CAPABILITIES

By team

JobAdder + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM leads to JobAdder as companies

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)

Job Ad Expired

Applications - New or Status Changed

When to Trigger

Companies - New or Status Changed

When to Trigger

New Interview Scheduled

Interviews Created By

Job Orders - New or Status Changed

When to Trigger

Entity Removed From Folder

Select entity removed from folderRequired

Select folderRequired

ID for specific sample data

Attach a Candidate Document

Candidate IDRequired

Document TypeRequired

FilenameRequired

FileRequired

Add Company Note

Company IDRequired

Note TypeRequired

Note TextRequired

Create Candidate

First NameRequired

Last NameRequired

EmailRequired

Salutation

Mobile

Phone

Date of Birth

Emergency Contact

Emergency Phone

Unsubscribed

Candidate Source

Candidate Status

Candidate Internal Rating

Recruiter/s

Street Line 1

Street Line 2

City