Kustomer + Microsoft Dynamics 365 CRM

Create Kustomer customers from new Microsoft Dynamics 365 CRM contacts

Keep your customer data up-to-date across platforms with this seamless workflow between Microsoft Dynamics 365 CRM and Kustomer. When a new contact is added to Dynamics 365 CRM, this automation instantly updates the corresponding customer information in Kustomer, ensuring a consistent and accurate record of your contacts. Save time and eliminate manual data entry, while providing your team with a unified view of customer details.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Update Customer
Update an existing customer in Kustomer
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
Conversation Updated
Triggers when a conversation is updated.
Trigger
Instant
Try It
Customer Updated
Triggers when a customer is updated.
Trigger
Instant
Try It
Message Updated
Triggers when a message is updated.
Trigger
Instant
Try It
- Name
- Type
- Email
- Type
- Phone Number
- External ID
Action
Write
- NameRequired
- Display Name
- EmailRequired
- User Type
- User RoleRequired
Action
Write
- IDRequired
- Name
- Type
- Email
- Type
- Phone Number
- External ID
Action
Write
- Email
- Phone #
- Kustomer ID
- External ID
Action
Search
- Conversation ID
- Conversation External ID
- Customer IDRequired
- Conversation Name
- Conversation Status
- External ID
Action
Search or write
- Kustomer ID
- EmailRequired
- NameRequired
- Display Name
- User Type
- User RoleRequired
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
Conversation Created
Triggers when a new conversation is created.
Trigger
Instant
Try It
Customer Created
Triggers when a new customer is created.
Trigger
Instant
Try It
Message Created
Triggers when a new message is created.
Trigger
Instant
Try It
- Customer IDRequired
- Conversation Name
- Conversation Status
- External ID
Action
Write
- Conversation IDRequired
- Note Text
Action
Write
- Conversation IDRequired
- Conversation Status
- Conversation Name
- External ID
Action
Write
- Conversation ID
- Conversation External ID
- Customer ID
Action
Search
- Kustomer ID
- Email
Action
Search
- Email
- Phone #
- Kustomer ID
- External ID
- Name
- Type
- Email
- Type
- Phone Number
Action
Search or write

About Kustomer

Kustomer is a powerful omnichannel customer service solution.

Learn more Help

Related categories

Customer Support

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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Kustomer + Microsoft Dynamics 365 CRM

Create Kustomer customers from new Microsoft Dynamics 365 CRM contacts

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)

Conversation Updated

Customer Updated

Message Updated

Create Customer

Name

Type

Email

Type

Phone Number

External ID

Create User

NameRequired

Display Name

EmailRequired

User Type

User RoleRequired

Update Customer

IDRequired

Name

Type

Email

Type

Phone Number

External ID

Find Customer

Email

Phone #

Kustomer ID

External ID

Find or Create Conversation

Conversation ID

Conversation External ID

Customer IDRequired

Conversation Name

Conversation Status

External ID

Find or Create User

Kustomer ID

EmailRequired

NameRequired