Microsoft Dynamics 365 CRM + SleekFlow

Create or update SleekFlow contacts for new Microsoft Dynamics 365 CRM leads

Effortlessly manage your contacts with this Microsoft Dynamics 365 CRM and SleekFlow integration. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create or update the contact in SleekFlow, ensuring a seamless process for updating and maintaining your contact list. Stay organized and save time by implementing this automation in your customer relationship management strategy.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create or Update Contact
Create a new contact or update existing contact in SleekFlow
ActionWrite

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Supported triggers and actions

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
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It

- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It

- Info
Trigger
Scheduled
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- OrderRequired
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 EntityRequired
- 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
- 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
- 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
Created or Updated Contact
Triggers when the contact information is updated.
Trigger
Instant
Try It
- Custom Object KeyRequired
Trigger
Instant
Try It
- Phone Number
- Email
- First Name
- Last Name
- Column Name: Value
- Activity Logs
- Labels
- List
Action
Write
- Message TypeRequired
- ChannelRequired
- Message Content
- From
- To
- Facebook Receiver PSID
- WebClient ReceiverId
- Line ReceiverId
- WeChat ReceiverOpenId
- file URLs
- ExtendedMessageJson
Action
Write
- Object KeyRequired
- Primary Property ValueRequired
- SleekFlow Contact Phone NumberRequired
- Property Values
Action
Write

- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It
New Order
Triggers when a new order is created.
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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
- Campaign NameRequired
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)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Custom EntityRequired
- 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 Incoming Message
Triggers when a new message is received
Trigger
Instant
Try It
- Custom Object KeyRequired
Trigger
Instant
Try It
- Object KeyRequired
- Primary Property Value
- SleekFlow Contact Phone NumberRequired
- Property Values
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Column Name: Value
- Activity Logs
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.

Learn more

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About SleekFlow

SleekFlow is your centralised messaging platform with customers, enabling your sales, support and marketing teams to do their best work - so you can create an experience you customers will never forget.

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

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Update and manage contacts in SleekFlow when Microsoft Dynamics 365 CRM contacts are updated

Manage new Microsoft Dynamics 365 CRM contacts by creating or updating them in SleekFlow

Microsoft Dynamics 365 CRM + SleekFlow

Create or update SleekFlow contacts for new Microsoft Dynamics 365 CRM leads

New Account

New Contact

New Custom Entity

Updated Case/Incident

Updated Invoice

Updated Lead

Updated Opportunity

Updated Order

Create Account

Create Contact

Create Case/Incident

Create Invoice

Create Opportunity

Update Account

Update Contact

Update Case/Incident

Update Lead

Update Order

Find Account

Find Custom Entity

Find Campaign Response

Find Lead

Find Order

Find or Create Contact

Find or Create Invoice

Find or Create Opportunity

Created or Updated Contact

Custom Object Record Created

Create or Update Contact

Send Message

Update Custom Object Record

Updated Account

Updated Contact

New Case/Incident

New Invoice

New Lead

New Opportunity

New Order

Updated Quote

Create Campaign

Create Campaign Response

Create Custom Entity

Create Lead

Create Order

Update Campaign Response

Update Custom Entity

Update Invoice

Update Opportunity

API Request (Beta)

Find Contact

Find Campaign

Find Invoice

Find Opportunity

Find or Create Account

Find or Create Custom Entity

Find or Create Lead

Find or Create Order

New Incoming Message

Custom Object Record Updated

Create Custom Object Record

Update Contact

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

About SleekFlow

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates