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Microsoft Dynamics 365 CRM + Outplay

Create Outplay prospects from new Microsoft Dynamics 365 CRM contacts

Easily streamline your sales process by connecting Microsoft Dynamics 365 CRM and Outplay. With this workflow, whenever you add a new contact in Microsoft Dynamics 365 CRM, the contact is instantly saved as a prospect in Outplay. This integration helps you efficiently manage your prospects, saving time and ensuring no potential client slips through the cracks.

When this happens...
New ContactTriggers when a new contact is created.
TriggerPolling
automatically do this!
Save ProspectCreate or Update Prospect and Adds to Sequence based on the provided Sequence Identifier
ActionWrite

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

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

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
- Owner
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
Meeting Booked
Triggers when meeting is booked.
Trigger
Instant
Try It
New Prospect
Triggers when Prospect is created in Outplay.
Trigger
Instant
Try It
Update Prospect
Triggers when Prospect is updated in Outplay.
Trigger
Instant
Try It
- Meeting Slug
  Required
- Fields
  Required
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
- Api_docs_info
- 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
Mail Received
Triggers on receiving a mail from Prospect in Outplay.
Trigger
Instant
Try It
Prospect Note Added
Triggers when new note is added to a prospect.
Trigger
Instant
Try It
Optout Prospect
Triggers when Prospect has opted out in Outplay.
Trigger
Instant
Try It
- Email
- FirstName
- LastName
- Phone
- Title
- TimeZone(IANA)
- Linkedin
- Facebook URL
- Twitter Handle
- City
- State
- Country
- Company
- SequenceIdentifier
- Tags
- Fields
Action
Write

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

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About Outplay

Outplay is a sales engagement tool which helps in adding a personalized touch to the Emails, Calls and Social Actions.

HelpHelp

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CRM (Customer Relationship Management)

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Related Zap Templates

Create Outplay prospects from new Microsoft Dynamics 365 CRM leads

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Create Outplay prospects from new Microsoft Dynamics 365 CRM leads