Microsoft Dynamics 365 CRM + RallyUp

Microsoft Dynamics 365 CRM + RallyUp integrations

Add new RallyUp donors as Microsoft Dynamics 365 CRM contacts

Whenever someone makes any transaction (i.e. ticket purchases, pledges, flat donations, and successful bids), they will be added as a contact in Microsoft Dynamics 365 CRM. This integration allows you to quickly scale your supporter base by adding donors across all of your RallyUp campaigns as Microsoft Dynamics 365 CRM contacts.

When this happens...
Transaction MadeTriggers when a new transaction is submitted on your Campaign, whether through Checkout or through Campaign Management.
TriggerPolling
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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

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

Activity Results Added
Triggers when Activity Results are added to any of an Organization’s campaigns.
Trigger
Polling
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Auction Bid Submitted
Triggers when a transaction is made containing auction bids.
Trigger
Polling
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Campaign Ends
Triggers when a campaign’s status changes to Ended, Completed, or Processing.
Trigger
Polling
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Event Ticket Purchased
Triggers when a transaction is made that includes Event tickets.
Trigger
Polling
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Live Stream Started
Triggers when a live stream is started on any of an organization’s campaigns.
Trigger
Instant
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Participant Added to Campaign
Triggers when Participants (Team Members) are added to any of an Organization’s campaigns.
Trigger
Polling
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Raffle Entry Purchased
Triggers when a Transaction is made that contains Raffle Tickets.
Trigger
Polling
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Recurring Donation Made
Triggers when a recurring payment is made on a Campaign, which includes the first recurrence as well as any subsequent recurrences.
Trigger
Polling
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Sweepstakes Entry Purchased
Triggers when a Transaction is made that contains Sweepstakes Entries.
Trigger
Polling
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Team Added to a Campaign
Triggers when Teams are added to any of an Organization’s Campaigns.
Trigger
Polling
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Update Posted on Campaign
Triggers when an update is posted on one of the Organization’s Campaigns.
Trigger
Polling
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- Info
Trigger
Polling
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- Info
Trigger
Polling
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Polling
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
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New Order
Triggers when a new order is created.
Trigger
Polling
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- Info
Trigger
Polling
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- 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

A-Thon Pledge Submitted
Triggers when a Transaction is made that contains A-Thon Pledges (per-unit or flat donation).
Trigger
Polling
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Auction Winners Determined
Triggers when the winner’s list is completely populated on any auction in the organization’s account. In other words, when the auction is finished processing and the winner’s list is totally populated.
Trigger
Polling
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Crowdfunding Perk Purchased
Triggers when a transaction is made that contains Crowdfunding Perks.
Trigger
Polling
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Live Stream Ended
Triggers when a live stream is ended on any of an organization’s campaigns.
Trigger
Instant
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Donor Question Submitted via Contact Organizer
Triggers when Someone submits a question via the “Contact Organizer” function on the Campaign Page.
Trigger
Polling
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Pre-Registration Submitted
Triggers when a Pre-registration submitted
Trigger
Polling
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Raffle Winners Determined
Triggers when the winner drawing process is completed on any raffle under this organization’s account.
Trigger
Polling
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Sale Item Purchased
Triggers when a transaction is made that contains sale items.
Trigger
Polling
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Sweepstakes Winners Determined
Triggers when the winner drawing process is completed on any sweepstakes under this organization’s account.
Trigger
Polling
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Transaction Made
Triggers when a new transaction is submitted on your Campaign, whether through Checkout or through Campaign Management.
Trigger
Polling
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New Account
Triggers when a new account is created.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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- Custom Entity
  Required
Trigger
Polling
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- Info
Trigger
Polling
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- Info
Trigger
Polling
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- Info
Trigger
Polling
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- Info
Trigger
Polling
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- Info
Trigger
Polling
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- 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

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 RallyUp

RallyUp.com provides nonprofit organizations with their own branded platform for launching amazing virtual fundraising experiences.

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