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Microsoft Dynamics 365 CRM + Filter by Zapier + Sendoso

Send gifts with Sendoso for newly won opportunities in Microsoft Dynamics 365 CRM

When a new deal is won in Microsoft Dynamics 365 CRM, celebrate with your customer and send them a gift with Sendoso!

When a new deal is won in Microsoft Dynamics 365 CRM, celebrate with your customer and send them a gift with Sendoso!

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Opportunity Updated

    Triggers when an opportunity has been updated.

    TriggerScheduled
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Find Contact

    Finds a contact by email address or other searchable field.

    ActionSearch
  4. then do this...
    SendosoSendoso
    Send a Physical Gift With Address Collection

    This will send an email to confirm the recipient's address, then send a physical gift from your Sendoso account.

    ActionWrite
  5. then do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Update Contact

    Updates a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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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 moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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About Sendoso

Sendoso is a sending platform that allows you to send anything to anyone programatically.

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