Livestorm + Microsoft Dynamics 365 CRM Integrations

How to connect Livestorm + Microsoft Dynamics 365 CRM

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Create leads in Microsoft Dynamics 365 CRM from new Livestorm registrants
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Livestorm + Microsoft Dynamics 365 CRM
Create leads in Microsoft Dynamics 365 CRM for new registrants in Livestorm
Premium
Details
Try it
Livestorm + Microsoft Dynamics 365 CRM

Create leads in Microsoft Dynamics 365 CRM from new Livestorm registrants

Premium

Details

Try it

Livestorm + Microsoft Dynamics 365 CRM

Create leads in Microsoft Dynamics 365 CRM for new registrants in Livestorm

Premium

Details

Try it

Livestorm + Microsoft Dynamics 365 CRM

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Supported triggers and actions

What does this mean?

- Filter by Event Title
Trigger
Instant
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- Filter by Event Title
- Filter by Event
  Filter by a specific event. Use the "Event title" field above to narrow down the results listed in this field.
- Filter by Session
Trigger
Instant
Try It
- Filter by Event Title
- Filter by Event
  Filter by a specific event. Use the "Event title" field above to narrow down the results listed in this field.
- Include Participants
  by default participants are included all at once (Line Items)
Trigger
Instant
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- Event titleRequired
  Enter a title for your event
- Event ownerRequired
  Select the host of your event. Only team members with the 'host' role can create events. Please check your list of team members along with their role here.
- Event statusRequired
  Should this event stay as a draft or should be published?
- Duplicate the settings of an existing event
  Optional. If you want to create a new event based on an existing event (which would as a template).
- Event slug
  Enter the event slug, which will be used in the event's URL (ex. app.livestorm.co/acme/my-slug). A slug should only contain letters, digits, or an hyphen. If the slug is already taken by another event, it will be incremented (my-slug-1).
- Event description
  Enter the HTML description of your event
- First session date
  When should the first session of this event be scheduled (optional)? We only accept the ISO-8601 date-time format (yyyy-mm-ddThh:mm:ssZ or yyyy-mm-dd hh:mm:ss). The timezone will be ignored and has to be provided in the field below.
- First session timezone
  Choose which timezone the first session must take place in.
- Shown in your company page?Required
- Speaking permissionsRequired
  Choose whether everyone can join the stage and speak at any time, or if only team members and guest speakers are allowed to join the stage.
- Recording enabled?Required
  Should this event be recorded?
- Recording public?Required
  Should the recording be accessible publicly to registrants after the event?
- Enable detailed registration page?Required
  Will be people be able to register using the detailed registration page?
- Enable light registration page?Required
  Will be people be able to register using the light registration page?
- Chat tab enabled?Required
  Should the chat be enabled for this event?
- Questions tab enabled?Required
  Should the questions tab be enabled for this event?
- Polls tab enabled?Required
  Should the polls tab be enabled for the event?
Action
Write
- Search for an event
  Narrow down the list of events below by searching for a particular event's title.
- Parent EventRequired
  Find the new session's parent event. Use the "Event title" field above to narrow down the results listed in this field.
- Session dateRequired
  When should the session be scheduled? We only accept the ISO-8601 date-time format (yyyy-mm-ddThh:mm:ssZ or yyyy-mm-dd hh:mm:ss). The timezone will be ignored and should instead be provided below.
- Session timezoneRequired
  Choose which timezone the session must take place on
Action
Write

- Registrant EmailRequired
  What's the email address of the person that needs to be removed from the event session?
- EventRequired
  Which event does the registrant need to be removed from?
- Session
  Which session does the user need to be removed from? If no session is chosen, the user will be removed from all the upcoming sessions of the above event.
Action
Write
- EventRequired
  Search for the event that needs to be updated
- Event title
- Event owner
  Select the host of your event. Only team members with the 'host' role can create events. Please check your list of team members along with their role here.
- Event status
- Event description
  Enter the HTML description of your event
- Shown in the company page?
- Speaking permissions
  Choose whether everyone can join the stage and speak at any time, or if only team members and guest speakers are allowed to join the stage.
- Recording enabled?
  Should this event be recorded?
- Recording public?
  Should the recording be accessible publicly to registrants after the event?
- Enable detailed registration page?
  Will be people be able to register using the detailed registration page?
- Enable light registration page?
  Will be people be able to register using the light registration page?
- Chat tab enabled?
  Should the chat be enabled for this event?
- Questions tab enabled?
  Should the questions tab be enabled for this event?
- Polls tab enabled?
  Should the polls tab be enabled for the event?
Action
Write

- EventRequired
  Retrieve a Session associated to an Event.
- Status
  e.g return the next "upcoming" session.
- Starting after
  e.g return the session starting after or at the exact date-time provided.
- Starting before
  e.g return the session starting before or at the exact date-time provided.
Action
Search
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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- Custom EntityRequired
  The name of the custom entity.
Trigger
Scheduled
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Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
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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
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- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- ContactRequired
  The id of the contact to update.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- LeadRequired
  The id of the lead to update.
Action
Write
- Api Docs Info
  API docs for Microsoft Dynamics 365 CRM are located here https://docs.microsoft.com/en-us/dynamics365/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write

- Filter by Event Title
- Filter by Event
  Filter by a specific event. Use the "Event title" field above to narrow down the results listed in this field.
- Filter by Session
Trigger
Instant
Try It
- Filter by Event Title
- Filter by Event
  Filter by a specific event. Use the "Event title" field above to narrow down the results listed in this field.
- Filter by Session
Trigger
Instant
Try It
- Filter by Event Title
- Filter by Event
  Can't find your Event? Check the related FAQ
Trigger
Instant
Try It
- Filter by Event Title
  Narrow down the list of events below by searching for a particular event's title.
- EventRequired
- SessionRequired
Action
Write
- EventRequired
  Choose the event to remove. Warning: The event will be removed along with all its sessions. Use with caution.
Action
Write
- EventRequired
  What's the parent event of the session to remove?
- SessionRequired
  Which session should be canceled?
Action
Write
- Filter by Event Title
  Narrow down the list of events below by searching for a particular event's title.
- Event
  Which event does the session to update belong to?
- SessionRequired
  Which session should be rescheduled?
- Session dateRequired
  When should the session be scheduled? We only accept the ISO-8601 date-time format (yyyy-mm-ddThh:mm:ssZ or yyyy-mm-dd hh:mm:ss). The timezone will be ignored and should instead be provided below.
- Session timezoneRequired
  Choose which timezone the session must take place on
Action
Write
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
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
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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
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Customer typeRequired
- Status
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- AccountRequired
  The id of the account to update.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Case/IncidentRequired
  The id of the case/incident to update.
- State
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write

How Livestorm + Microsoft Dynamics 365 CRM Integrations Work

Step 1: Authenticate Livestorm and Microsoft Dynamics 365 CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Livestorm + Microsoft Dynamics 365 CRM

About Livestorm

Livestorm is an end-to-end engagement platform that enables you to connect, engage, and capture actionable insights in one place.

Learn more

Related categories

Webinars

About Microsoft Dynamics 365 CRM

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

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

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Livestorm + Microsoft Dynamics 365 CRM Integrations

How to connect Livestorm + Microsoft Dynamics 365 CRM

Create leads in Microsoft Dynamics 365 CRM from new Livestorm registrants

Create leads in Microsoft Dynamics 365 CRM for new registrants in Livestorm

Create leads in Microsoft Dynamics 365 CRM from new Livestorm registrants

Create leads in Microsoft Dynamics 365 CRM for new registrants in Livestorm

Connect your apps and automate workflows

Event Published

Filter by Event Title

Registrant Attended

Filter by Event Title

Filter by Event

Filter by Session

Session Ended

Filter by Event Title

Filter by Event

Include Participants

Create Event

Event titleRequired

Event ownerRequired

Event statusRequired

Duplicate the settings of an existing event

Event slug

Event description

First session date

First session timezone

Shown in your company page?Required

Speaking permissionsRequired

Recording enabled?Required

Recording public?Required

Enable detailed registration page?Required

Enable light registration page?Required

Chat tab enabled?Required

Questions tab enabled?Required

Polls tab enabled?Required

Create Session

Search for an event

Parent EventRequired

Session dateRequired

Session timezoneRequired

Remove Registrant

Registrant EmailRequired

EventRequired

Session

Update Event

EventRequired

Event title

Event owner

Event status

Event description

Shown in the company page?

Speaking permissions

Recording enabled?

Recording public?

Enable detailed registration page?

Enable light registration page?

Chat tab enabled?

Questions tab enabled?

Polls tab enabled?

Find Session

EventRequired

Status

Starting after

Starting before

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Contact

Info

Create Lead

Info

Update Contact

Info

ContactRequired

Update Lead

Info

LeadRequired