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Microsoft Dynamics 365 CRM + ON24

Microsoft Dynamics 365 CRM + ON24

Microsoft Dynamics 365 CRM + ON24 integrations

Create entities in Microsoft Dynamics 365 CRM for new attendees in ON24

Streamline your CRM activities with this workflow. When a new attendee registers through ON24, a custom entity is promptly created in your Microsoft Dynamics 365 CRM. This real-time information update helps you to stay up-to-date on new registrants and standardizes the process, saving you time and manual data entry. Improve your efficiency and ensure no attendee information is overlooked with this automation.

When this happens...
New AttendeeTriggers when there is a new attendee to the specified webcast or client.
TriggerPolling
automatically do this!
Create Custom EntityCreates a new custom entity.
ActionWrite

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More things you can do with ON24 and Microsoft Dynamics 365 CRM

Discover other triggers and actions you can use with ON24 and Microsoft Dynamics 365 CRM

- Webcast
Trigger
Polling
Try It
- Webcast
Trigger
Polling
Try It
- Webcast
Trigger
Polling
Try It
- Webcast Source
  Required
- Tag Campaign 2
- Tag Campaign 3
- Tag Campaign 4
- Tag Campaign 5
- Tag Campaign 6
- Tag Campaign 7
- Tag Campaign 8
- Tag Campaign 9
- Tag Campaign 10
- Live Start
  Required
- Time Zone
- Language Code
- Event Type
- Title
- Live Duration
- Promotional Summary
- Tag Campaign
- Archive Available
Action
Write
- Event ID
  Required
- Email
  Required
- First Name
- Last Name
- Company
- User Name
- Password
- Ext Event User CD
- Partner Ref
- Company Size
- Job Title
- Job Function
- Street Address 1
- Street Address 2
- Country
- City
- State
- Postal Code
- Home Phone
- Work Phone
- Fax
- Industry
- Other
- Notes
- Marketing Email
- Event Email
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Custom Field #5
- Custom Field #6
- Custom Field #7
- Custom Field #8
- Custom Field #9
- Custom Field #10
Action
Write

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

New Webcast
Triggers when a new Webcast is created.
Trigger
Polling
Try It
- Exclude Sub-Accounts
  Required
Trigger
Polling
Try It
- Webcast
Trigger
Polling
Try It
- Sub Client
- Title
  Required
- Tag Campaign
- Tag Campaign 2
- Tag Campaign 3
- Tag Campaign 4
- Tag Campaign 5
- Tag Campaign 6
- Tag Campaign 7
- Tag Campaign 8
- Tag Campaign 9
- Tag Campaign 10
- Country Code
- Archive Available
- Live Start
  Required
- Live Duration
  Required
- Time Zone
  Required
- Language Code
  Required
- Event Type
  Required
Action
Write
- Time Zone
- Language Code
- Event Type
- Webcast Source
  Required
- Title
- Country Code
- Tag Campaign
- Tag Campaign 2
- Tag Campaign 3
- Tag Campaign 4
- Tag Campaign 5
- Tag Campaign 6
- Tag Campaign 7
- Tag Campaign 8
- Tag Campaign 9
- Tag Campaign 10
- Campaign Code
- Live Start
- Live Duration
- Archive Available
- Promotional Summary
Action
Write
- 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

About Microsoft Dynamics 365 CRM

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

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About ON24

ON24 is a webinar-based marketing platform that drives demand generation and customer engagement.

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