Microsoft Dynamics 365 CRM + Simple CRM

Create companies in Simple CRM from new contacts in Microsoft Dynamics 365 CRM

Effortlessly ensure consistency between your Microsoft Dynamics 365 CRM and Simple CRM apps by automating contact addition. With this workflow, whenever a new contact is added in Microsoft Dynamics 365 CRM, a corresponding entry is created in Simple CRM. This saves time and guarantees accurate data across both platforms, leading to improved customer relationship management.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create Company
Creates a Company
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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- Custom EntityRequired
Trigger
Scheduled
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Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
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Invoice Updated
Triggers when an invoice is updated.
Trigger
Scheduled
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Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
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- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
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
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Company
Triggers when an new company is created.
Trigger
Scheduled
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New Linked Contact and Company
Triggers when a link between a contact and a company is created.
Trigger
Scheduled
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New Business Opportunity
Triggers when a new interaction which type is "Sales" is created.
Trigger
Scheduled
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New Support Ticket
Triggers when a new interaction which is "Support" is created.
Trigger
Scheduled
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- Contact IDRequired
- Company IDRequired
- Function
Action
Write
- Project NameRequired
- Start date
- End Date
- Status
Action
Write

Account Updated
Triggers when an account is updated.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
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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
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- 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)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
New Interaction
Triggers when a new interaction is created.
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
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- Contact nameRequired
- First Name
- Email address
- Address Line 1
- Address Line 2
- Postal Code
- City
- Country
- Mobile phone number
- Phone number
- Ref Externe
Action
Write
- SubjectRequired
- Start date
- Type
- Status
- Contact ID
- Company ID
- Project ID
- User ID
- Duration hours
- Duration minutes
- End datetime
- Deadline date
- Budget
- Source
- Note
- Is task
- Priority
Action
Write
- Company NameRequired
- Ref Externe
- Rue
- Complément d'adresse
- Code postal
- Localité
- Pays
- SIRET
- TVA
- Identifiant national
- Téléphone 1
- Téléphone 2
- Fax
- Email
- Site web
- Note
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.

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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 Simple CRM

Simple CRM is a team collaboration tool to unite company data in one place

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

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Microsoft Dynamics 365 CRM + Simple CRM

Create companies in Simple CRM from new contacts in Microsoft Dynamics 365 CRM

New Account

New Contact

New Custom Entity

Case/Incident Updated

Invoice Updated

Lead Updated

Opportunity Updated

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Lead

Info

Owner

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

Update Lead

Info

LeadRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign

Campaign NameRequired

Find Invoice

Info

Match if any of the fields match (otherwise only match if all the fields match)

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)

Owner

Find or Create Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

New Company

New Linked Contact and Company

New Business Opportunity

New Support Ticket

Create Contact/Company Link

Contact IDRequired

Company IDRequired

Function

Create Project

Project NameRequired

Start date

End Date

Status

Account Updated

Contact Updated

New Case/Incident

New Invoice

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Invoice

Info

Owner

Update Account

Info

AccountRequired