Microsoft Dynamics 365 CRM + Easypromos Integrations

How to connect Microsoft Dynamics 365 CRM + Easypromos

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Add new Easypromos entries to Microsoft Dynamics CRM as leads
Premium
Details
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Easypromos + Microsoft Dynamics 365 CRM

Add new Easypromos entries to Microsoft Dynamics CRM as leads

Premium

Details

Try it

Easypromos + Microsoft Dynamics 365 CRM

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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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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
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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.
- 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
- PlatformRequired
  Head to your promotion profile to check which version you have created the promotion in, it can be Premium (yellow label) or White Label (black label).
- PromotionRequired
  The id of your promotion
- API Access TokenRequired
  You can get an API Token in your Easypromos control panel Utilities > Developers, see this guide to help you get one: Getting started with the Easypromos REST API
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- 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
- PlatformRequired
  Head to your promotion profile to check which version you have created the promotion in, it can be Premium (yellow label) or White Label (black label).
- PromotionRequired
  The id of your promotion
- API Access TokenRequired
  You can get an API Token in your Easypromos control panel Utilities > Developers, see this guide to help you get one: Getting started with the Easypromos REST API
Trigger
Instant
Try It

How Microsoft Dynamics 365 CRM + Easypromos Integrations Work

Step 1: Authenticate Microsoft Dynamics 365 CRM and Easypromos.
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 Microsoft Dynamics 365 CRM + Easypromos

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)

About Easypromos

Easypromos is an online platform to create and manage all sorts of digital promotions, sweepstakes and contests.

Related categories

Forms & Surveys

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Microsoft Dynamics 365 CRM + Easypromos Integrations

How to connect Microsoft Dynamics 365 CRM + Easypromos

Add new Easypromos entries to Microsoft Dynamics CRM as leads

Add new Easypromos entries to Microsoft Dynamics CRM as leads

Connect your apps and automate workflows

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Create Account

Info

Create Case/Incident

Info

Customer typeRequired

Status

Update Account

Info

AccountRequired

Update Case/Incident

Info

Case/IncidentRequired

State

App Extensions (Beta)

Owner

App ExtensionRequired

Find Account

Info

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

Find Lead

Info

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

Find or Create Account

Info

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

Find or Create Lead

Info

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

New User

PlatformRequired

PromotionRequired

API Access TokenRequired

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

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 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)

New Participation

PlatformRequired