Microsoft Dynamics 365 CRM + RevBoss

Update RevBoss contacts when Microsoft Dynamics 365 CRM contacts are modified

Keep your Microsoft Dynamics 365 CRM and RevBoss contacts up to date with this seamless workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation will create a contact in RevBoss instantly. Say goodbye to manual data entry and ensure both systems always have the latest contact information, streamlining your sales process.

When this happens...
Contact Updated
Triggers when a contact has been updated.
TriggerScheduled
automatically do this!
Create Contact
Creates a new contact in RevBoss.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
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
- EmailRequired
- SegmentRequired
- Company Domain
- First Name
- Last Name
- Middle Name
- Nickname
- Linkedin Url
- Job Title
- Phone Number
- City
- State
- Country
- Company Name
- Company Linkedin Url
- Company Size
- Company Industry
- Company Location
- Company Linkedin Id
- Company Phone Number
- Company City
- Company State
- Company Country
- Company Keywords
- Company Annual Revenue
- Company Seo Description
- Company Number Of Retail Locations
- Company Technologies
Action
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
- Event TypeRequired
- Flow
Trigger
Instant
Try It
- EmailRequired
- Suppression TypeRequired
- Title
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 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 RevBoss

RevBoss is a simple tool to help sales teams to find prospects, build pipeline, and grow faster.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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Microsoft Dynamics 365 CRM + RevBoss

Update RevBoss contacts when Microsoft Dynamics 365 CRM contacts are modified

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)

Create Contact

EmailRequired

SegmentRequired

Company Domain

First Name

Last Name

Middle Name

Nickname

Linkedin Url

Job Title

Phone Number

City

State

Country

Company Name

Company Linkedin Url

Company Size

Company Industry

Company Location

Company Linkedin Id

Company Phone Number

Company City

Company State

Company Country

Company Keywords

Company Annual Revenue

Company Seo Description

Company Number Of Retail Locations

Company Technologies

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account

Info

Create Contact

Info

Create Case/Incident