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KonnektiveCRM + Microsoft Dynamics 365 CRM

KonnektiveCRM + Microsoft Dynamics 365 CRM

KonnektiveCRM + Microsoft Dynamics 365 CRM integrations

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 ContactTriggers when a new contact is created.
TriggerPolling
automatically do this!
Create Partial OrderCreates New Leads.
ActionWrite

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

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

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
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
- Campaign
- Order Type
- Upsell
- Campaign Product Id
Trigger
Polling
Try It
- Campaign
  Required
- Email Address
  Required
- Phone Number
- First Name
  Required
- Last Name
  Required
- Street Address
  Required
- Address 2
- City
  Required
- Country
  Required
- State
  Required
- Zip Code
  Required
- Ship First Name
- Ship Last Name
- Ship Street Address
- Ship Address 2
- Ship City
- Ship Country
- Ship State
- Ship Zip Code
- Contact Opt In
- Email Opt In
- Marketing Opt In
Action
Write
- Campaign
  Required
- Session Id
- Quality Assurance
- Phone Number
- Email Address
  Required
- First Name
  Required
- Last Name
  Required
- Street Address
  Required
- Street Address 2
- City
  Required
- Country
  Required
- State
  Required
- Zip Code
  Required
- Product
  Required
- 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 Information
  Required
- 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
- Contact Opt In
- Email Opt In
- Marketing Opt In
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
- 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 new customer is created.
Trigger
Polling
Try It
- Transaction Type
  Required
- Product
Trigger
Polling
Try It
- Campaign
  Required
- Quality Assurance
- Phone Number
  Required
- Email Address
  Required
- First Name
  Required
- Last Name
  Required
- Street Address
  Required
- Street Address 2
- City
  Required
- Country
  Required
- State
  Required
- Zip Code
  Required
- Shipping Information
  Required
- Product Id
  Required
- 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
- Contact Opt In
- Email Opt In
- Marketing Opt In
Action
Write

About KonnektiveCRM

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

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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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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