KonnektiveCRM + Microsoft Dynamics 365 CRM

Create partial orders in KonnektiveCRM for new Microsoft Dynamics 365 CRM contacts

Effortlessly manage your sales pipeline with this Microsoft Dynamics 365 CRM and KonnektiveCRM integration. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this workflow will create a partial order in KonnektiveCRM, ensuring a seamless and accurate order management process. Stay organized and boost productivity with this easy-to-use automation.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create Partial Order
Creates New Leads.
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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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
Invoice Updated
Triggers when an invoice is updated.
Trigger
Scheduled
Try It

Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It

- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
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
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- 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 new customer is created.
Trigger
Scheduled
Try It
- Transaction TypeRequired
- Product
Trigger
Scheduled
Try It
- CampaignRequired
- Quality Assurance
- Phone NumberRequired
- Email AddressRequired
- First NameRequired
- Last NameRequired
- Street AddressRequired
- Street Address 2
- CityRequired
- CountryRequired
- StateRequired
- Zip CodeRequired
- Shipping InformationRequired
- Product IdRequired
- Product Quantity
- Product Price
- Product Ship Price
- Ship First Name
- Ship Last Name
- Ship Street Address
- Ship Street Address 2
- Ship City
- Ship Country
- Ship State
- Ship Zip Code
Action
Write

Account Updated
Triggers when an account is updated.
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
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New Invoice
Triggers when a new invoice 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
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- 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)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Campaign
- Order Type
- Upsell
- Campaign Product Id
Trigger
Scheduled
Try It
- CampaignRequired
- Email AddressRequired
- Phone Number
- First NameRequired
- Last NameRequired
- Street AddressRequired
- Address 2
- CityRequired
- CountryRequired
- StateRequired
- Zip CodeRequired
- Ship First Name
- Ship Last Name
- Ship Street Address
- Ship Address 2
- Ship City
- Ship Country
- Ship State
- Ship Zip Code
Action
Write
- CampaignRequired
- Session Id
- Quality Assurance
- Phone Number
- Email AddressRequired
- First NameRequired
- Last NameRequired
- Street AddressRequired
- Street Address 2
- CityRequired
- CountryRequired
- StateRequired
- Zip CodeRequired
- ProductRequired
- Product Quantity
- Product Price
- Product Ship Price
- Product 2
- Product 2 Quantity
- Product 2 Price
- Product 2 Ship Price
- Product 3
- Product 3 Quantity
- Product 3 Price
- Product 3 Ship Price
- Shipping InformationRequired
- Ship First Name
- Ship Last Name
- Ship Street Address
- Ship Street Address 2
- Ship Country
- Ship State
- Ship City
- Ship Zip Code
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
Action
Write

About KonnektiveCRM

Konnektive CRM is a customer transaction and campaign management platform that helps marketers dominate.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

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KonnektiveCRM + Microsoft Dynamics 365 CRM

Create partial orders in KonnektiveCRM for new Microsoft Dynamics 365 CRM contacts

New Account

New Contact

New Custom Entity

Case/Incident Updated

Invoice Updated

Lead Updated

Opportunity Updated

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Lead

Info

Owner

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

Update Lead

Info

LeadRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign

Campaign NameRequired

Find Invoice

Info

Match if any of the fields match (otherwise only match if all the fields match)

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)

Owner

Find or Create Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

New Customer

New Transaction

Transaction TypeRequired

Product

Create a Complete Order (With Line Item Support)

CampaignRequired

Quality Assurance

Phone NumberRequired

Email AddressRequired

First NameRequired

Last NameRequired

Street AddressRequired

Street Address 2

CityRequired

CountryRequired

StateRequired

Zip CodeRequired

Shipping InformationRequired

Product IdRequired

Product Quantity

Product Price

Product Ship Price

Ship First Name

Ship Last Name

Ship Street Address

Ship Street Address 2

Ship City

Ship Country