Microsoft Dynamics 365 CRM + Salesflare

Microsoft Dynamics 365 CRM + Salesflare integrations

Create new Salesflare accounts from Microsoft Dynamics 365 CRM contacts

Effortlessly streamline your contact management process with this seamless workflow between Microsoft Dynamics 365 CRM and Salesflare. When a new contact is added in Microsoft Dynamics 365 CRM, an account is instantly created in Salesflare, saving you time and ensuring consistent data across both platforms. Manage your contacts with ease and boost your productivity with this efficient automation.

When this happens...
New ContactTriggers when a new contact is created.
TriggerPolling
automatically do this!
Create AccountCreates a new account.
ActionWrite

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

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

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
- Tag
- Type
Trigger
Polling
Try It
- Account
- Type
Trigger
Polling
Try It
- Workflow
  Required
- Step Number
  Required
- Event
  Required
Trigger
Polling
Try It
- Account
  Required
- User
  Required
Action
Write
- Start Date
  Required
- End Date
- Subject
- Description
- Notes
- Participants
Action
Write
- Start Date
  Required
- End Date
- Subject
- Description
- Notes
- Participants
Action
Write
- Name
- Link to Existing or New Account
- Account Name
- Account Website
- Contact Name
- Contact Email
- Stage
- Owner
- Assignee
- Value
- Close Date
- Tag
- Custom Fields
Action
Write
- Workflow
  Required
- Contact
  Required
- Met Goal?
  Required
Action
Write
- Contact
  Required
- Name
- Email
- First Name
- Last Name
- Tag
- Picture
- Birthdate
- Phone Number
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
Action
Write
- Id
- Name
- Domain
- Tag
Action
Search
- Id
- Name
- Account
Action
Search
- Stage
- Pipeline Name
- Stage Name
Action
Search
- Workflow Name
  Required
Action
Search
- Id
- Name
- Email
- Phone Number
- Account
- Tag
- First Name
- Last Name
- Tag
- Picture
- Birthdate
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
Action
Search or 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
- Tag
Trigger
Polling
Try It
- Owner
- Assignee
- Stage
- Tag
- Min Value
- Max Value
Trigger
Polling
Try It
- Workflow
  Required
- Event
Trigger
Polling
Try It
- Account
  Required
- Contact
  Required
Action
Write
- Name
- Update if Account Already Exists
- Website
- Contact Name
- Contact Email
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
Action
Write
- Name
- Email
- First Name
- Last Name
- Tag
- Picture
- Birthdate
- Phone Number
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
Action
Write
- Account
  Required
- Body
  Required
- Note Date
Action
Write
- Description
  Required
- Account
- Reminder Date
- Assignees
Action
Write
- Account
  Required
- Name
- Website
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
Action
Write
- Opportunity
  Required
- Name
- Account
- Stage
- Owner
- Assignee
- Value
- Close Date
- Tag
- Custom Fields
Action
Write
- Id
- Name
- Email
- Phone Number
- Account
- Tag
Action
Search
- Id
- Name
- Email
Action
Search
- Id
- Name
- Email
Action
Search
- Id
- Name
- Domain
- Tag
- Update if Account Already Exists
- Website
- Contact Name
- Contact Email
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
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.

Learn moreLearn moreHelpHelp

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About Salesflare

Salesflare is an intelligent sales CRM for small and medium-sized businesses selling B2B.

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Create Salesflare opportunities from new Microsoft Dynamics 365 CRM leads