Microsoft Dynamics 365 CRM + NationBuilder

Add new Microsoft Dynamics 365 CRM leads to NationBuilder as persons

Effortlessly manage and engage with new leads from Microsoft Dynamics 365 CRM by connecting it to NationBuilder. This workflow takes care of updating or creating a Person in NationBuilder whenever a new lead is added in the CRM. Stay organized and save time with this seamless automation that ensures your contacts are always up-to-date in both systems.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create/Update Person
Creates a person in your nation if they don't exist. Updates an existing person if they do exist.
ActionWrite

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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
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
- Limitations
- Person IDRequired
Trigger
Scheduled
Try It
- SiteRequired
Trigger
Scheduled
Try It
- Limitations
Trigger
Scheduled
Try It
- Person IDRequired
- ListRequired
Action
Write
- Person IDRequired
- Author IDRequired
- Broadcaster ID
- Contact Status
- Contact MethodRequired
- Contact Type
- Contact Note
- Date of Contact
Action
Write
- SiteRequired
- NameRequired
- Event Description
- Start Time/DateRequired
- End Time/DateRequired
- TimezoneRequired
- Venue Name
- Venue Street Address
- Venue City
- Venue State
- RSVP Form: Phone?Required
- RSVP Form: Address?Required
- RSVP: Allow guests?Required
- CapacityRequired
Action
Write
- Person IDRequired
- Membership NameRequired
- Membership StatusRequired
- Membership Status Reason
- Membership Started At
- Membership Expires On
Action
Write
- NameRequired
- HeadlineRequired
- TitleRequired
- StatusRequired
- SiteRequired
Action
Write
- Person IDRequired
- Tag NameRequired
Action
Write
- Person IDRequired
- Author ID
- ContentRequired
Action
Write
- NameRequired
- Person_IDRequired
- Memberships Status
- Status Reason
- Expires On
- Started At
Action
Write
- Person's Email
- External ID
Action
Search
- Donor IDRequired
- Donation IDRequired
Action
Search
- EmailRequired
- External ID
- First Name
- Last Name
- Email Opt In
- Mobile Phone
- Mobile Phone Opt In
- Home Phone
- Work Phone
- Street Address
- Apt/Unit Number
- City
- State
- Zip Code
- County
- Country Code
- Date of Birth
- Tags
- Created at
- Support Level
- Recruiter
- Point Person
- Custom Fields
- Employer
- Occupation
- Latitude (home address)
- Longitude (home address)
- Trigger Webhooks?
- Language
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
- Site SlugRequired
- Blog IDRequired
Trigger
Scheduled
Try It
- Limitations
Trigger
Scheduled
Try It
- Site SlugRequired
- Event IDRequired
Trigger
Scheduled
Try It
- Limitations
Trigger
Scheduled
Try It
- Person IDRequired
- AmountRequired
- ReasonRequired
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Amount TypeRequired
- Donation AmountRequired
- Payment TypeRequired
- Succeeded At
- Tracking Code
- Page this donation is from (slug)
- Check/Wire/MO number
- Fundraiser
- Donation Custom Fields
- Mailing Slug
Action
Write
- SiteRequired
- EventRequired
- Person IDRequired
- Attended?
Action
Write
- EmailRequired
- First Name
- Last Name
- Email Opt In
- Mobile Phone
- Mobile Phone Opt In
- Home Phone
- Work Phone
- Street Address
- Apt/Unit Number
- City
- State
- Zip Code
- County
- Country Code
- Date of Birth
- Tags
- Created at
- Support Level
- Recruiter
- Point Person
- Custom Fields
- Employer
- Occupation
- Latitude (home address)
- Longitude (home address)
- Trigger Webhooks?
- Language
Action
Write
- SiteRequired
- PetitionRequired
- Person IDRequired
- Comment
- Private
Action
Write
- Person IDRequired
- List of tagsRequired
Action
Write
- Event IDRequired
- Page StatusRequired
- Site SlugRequired
- NameRequired
- Headline
- title
- Start TimeRequired
- End TimeRequired
- Published AtRequired
Action
Write
- Person IDRequired
Action
Search
- Petitions name
- SiteRequired
Action
Search
- Person IDRequired
Action
Search

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

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

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

About NationBuilder

NationBuilder is designed to power your organizations, movements, and campaigns.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Microsoft Dynamics 365 CRM + NationBuilder

Add new Microsoft Dynamics 365 CRM leads to NationBuilder as persons

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)

New Contact Made

Limitations

Person IDRequired

New Event

SiteRequired

New Person

Limitations

Add Person to List

Person IDRequired

ListRequired

Create Logged Contact

Person IDRequired

Author IDRequired

Broadcaster ID

Contact Status

Contact MethodRequired

Contact Type

Contact Note

Date of Contact

Create Event

SiteRequired

NameRequired

Event Description

Start Time/DateRequired

End Time/DateRequired

TimezoneRequired

Venue Name

Venue Street Address

Venue City

Venue State

RSVP Form: Phone?Required

RSVP Form: Address?Required

RSVP: Allow guests?Required

CapacityRequired

Create/Update Membership

Person IDRequired

Membership NameRequired

Membership StatusRequired

Membership Status Reason

Membership Started At