Mateo + Microsoft Dynamics 365 CRM

Mateo + Microsoft Dynamics 365 CRM integrations

Add new Microsoft Dynamics 365 CRM contacts to Mateo

This Zap automates the process of adding new Microsoft Dynamics 365 CRM contacts to Mateo, saving you from the hassle of duplicate data entry.

When this happens...
New ContactTriggers when a new contact is created.
TriggerPolling
automatically do this!
Create Contact DetailsCreate a new contact data with marketing channels and custom fields
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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

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

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
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Birthday
- Email
- Email Marketing Opt In
- Email Transactional Opt In
- External Id
- Facebook Marketing Opt In
- Facebook Transactional Opt In
- Full Name
- Google Business Messaging Marketing Opt In
- Google Business Messaging Transactional Opt In
- Id
  Required
- Instagram Marketing Opt In
- Instagram Transactional Opt In
- Is Blocked
- Salutation
- Sms
- Sms Marketing Opt In
- Sms Transactional Opt In
- Whatsapp
- Whatsapp Marketing Opt In
- Whatsapp Transactional Opt In
Action
Write
- From
  Required
- Marketing Channel Id
- Placeholder Values
- Require Marketing Opt In
  Required
- Review Channel Id
- Send After
- Template Id
  Required
- Full Name
- Handle
  Required
- To Segments
Action
Write
- Id
- Name
Action
Search
- Search
- Id
Action
Search
- Id
- Key
- Name
Action
Search
- Id
- Name
Action
Search
- Id
- Key
- Name
Action
Search

- 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
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Birthday
- Email
- Email Marketing Opt In
- Email Transactional Opt In
- External Id
- Facebook Marketing Opt In
- Facebook Transactional Opt In
- Full Name
- Google Business Messaging Marketing Opt In
- Google Business Messaging Transactional Opt In
- Id
- Instagram Marketing Opt In
- Instagram Transactional Opt In
- Is Blocked
- Salutation
- Sms
- Sms Marketing Opt In
- Sms Transactional Opt In
- Whatsapp
- Whatsapp Marketing Opt In
- Whatsapp Transactional Opt In
Action
Write
- CountryCode
- PhoneNumber
Action
Write
- To Handle
  Required
- To Full Name
- Conversation Id
- Conversation Status
- From
  Required
- Placeholder Values
- Reply To Message Id
- Review Channel Id
- Send After
- Subject
- Template Id
  Required
Action
Write
- Search
- Id
Action
Search
- Id
- Key
- Name
Action
Search
- Contact Id
- Conversation Id
- Id
- Status
Action
Search
- Id
- Name
Action
Search

About Mateo

Mateo is the platform for GDPR-compliant communication between businesses and customers, automating workflows and connecting apps seamlessly.

HelpHelp

Related categories

Communication

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)

Microsoft

Premium

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Forms

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