Microsoft Dynamics 365 CRM + SharpSpring

Create Lead

Creates a new lead.

Update Case/Incident

Updates a Case/Incident.

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Find Contact

Finds a contact by email address or other searchable field.

Find Opportunity

Finds an opportunity by subject or other searchable field.

Find or Create Contact

Finds a contact by email address or other searchable field.

Find or Create Opportunity

Finds an opportunity by subject or other searchable field, or creates the opportunity if it does not exist.

Create Campaign

Create a new Campaign in SharpSpring.

Create/Update Opportunity

Create Account

Creates a new account.

Create Contact

Creates a new contact.

Update Account

Updates an account.

Update Contact

Updates a contact.

Update Lead

Updates a lead.

Find Account

Finds an account by name.

Find Campaign

Finds a campaign by name.

Find Lead

Finds a lead by email address or other searchable field.

Find or Create Account

Finds an account by name.

Find or Create Lead

Finds a lead by email address or other searchable field.

Create Account

Create an Account in SharpSpring.

Create/Update Lead

Create a Lead in SharpSpring or update by email address.