Microsoft Dynamics 365 CRM + SharpSpring

Microsoft Dynamics 365 CRM + SharpSpring integrations

Create custom entities in Microsoft Dynamics 365 CRM from new email open events in SharpSpring

Stay on top of your client interactions with this seamless workflow. When an email is opened in SharpSpring, a correlating New Email Open Event is promptly generated in Microsoft Dynamics 365 CRM. By tracking email opens, this process helps keep your customer relationship management system current, simplifying the management and analysis of your customer engagements.

When this happens...
New Email Open EventWhen a lead opens an email in SharpSpring.
TriggerPolling
automatically do this!
Create Custom EntityCreates a new custom entity.
ActionWrite

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

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

New Account
A new Account is created in SharpSpring.
Trigger
Polling
Try It
New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Polling
Try It
New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Polling
Try It
- Account Owner
- Account Name
  Required
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email Address
  Required
- First Name
- Last Name
- Company Name
- Lead Status
- Lead Owner
- Title
- Street
- City
- Country
- State
- Zip Code
- Website
- Phone Number
- Mobile Phone
- Description
- Industry
- Is Unsubscribed
- Tracking ID
Action
Write

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
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

New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Polling
Try It
New Lead
When a lead has been created in sharpspring.
Trigger
Polling
Try It
New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Polling
Try It
- Campaign Name
  Required
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity Name
  Required
- Associate a Primary Lead
  Required
- Associate With an Account
  Required
- Opportunity Status
  Required
- Opportunity Owner
  Required
- Deal Stage
  Required
- Close Date
  Required
- Opportunity Amount
  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
- 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

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 SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

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Zapier Forms

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Microsoft Dynamics 365 CRM + SharpSpring

Microsoft Dynamics 365 CRM + SharpSpring

Create custom entities in Microsoft Dynamics 365 CRM from new email open events in SharpSpring

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

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