Microsoft Dynamics 365 CRM + Simplero

Create or update Simplero contacts when new Microsoft Dynamics 365 CRM contacts are added

Effortlessly maintain your contact list with this Microsoft Dynamics 365 CRM and Simplero integration. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this workflow will create or update the corresponding contact in Simplero, ensuring that your data is always up-to-date and organized. Save time and streamline your customer management process with this seamless connection between the two apps.

When this happens...
New ContactTriggers when a new contact is created.
TriggerPolling
automatically do this!
Create or Update ContactAdd a new contact or optionally update the information about a contact in Simplero.
ActionWrite

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

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

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
- Owner
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 Purchase
Will be fired whenever a new purchase is made in Simplero.
Trigger
Instant
Try It
- Which Tag
  Required
Trigger
Instant
Try It
- Which List
  Required
Trigger
Instant
Try It
- Email
  Required
- Point type
  Required
- Amount
  Required
- Note
Action
Write
- Product
  Required
- First Name(s)
  Required
- Last Name
  Required
- Email
  Required
Action
Write
- Automation
  Required
- Contact
- Contact Email
Action
Write
- Simplero List
  Required
- Customer
  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
- Api_docs_info
- 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
Delete Purchase
Fired when a purchase expires, is canceled, or is refunded.
Trigger
Instant
Try It
- Which List
  Required
Trigger
Instant
Try It
- Which Tag
  Required
Trigger
Instant
Try It
- Tag
  Required
- Email
  Required
Action
Write
- Email
  Required
- Name
- Override Existing Value?
- Note
- Affiliate ref
Action
Write
- Tag
  Required
- Email
  Required
Action
Write
- List Name
  Required
- Contact Name
  Required
- Email Address
  Required
- IP Address
- Tags
- Track
- Affiliate ID or Ref
- Auto Responses Start At
- GDPR Consent
- UTM Campaign
- UTM Content
- UTM Medium
- UTM Source
- UTM Term
- UTM Adgroup
- UTM Keyword
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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About Simplero

Integrated software for info marketing and online courses. Email marketing, billing, membership sites, and content delivery, all in one easy-to-use and affordable package. With the best support in the business.

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Online Courses

Related Zap Templates

Automatically subscribe new Microsoft Dynamics 365 CRM contacts to a list in Simplero

Related Zap Templates

Automatically subscribe new Microsoft Dynamics 365 CRM contacts to a list in Simplero