Microsoft Dynamics 365 CRM + Sperse

Microsoft Dynamics 365 CRM + Sperse integrations

Create and update Sperse contacts when new Microsoft Dynamics 365 CRM contacts are added

Effortlessly keep your Microsoft Dynamics 365 CRM and Sperse contacts up to date with this seamless workflow. Whenever you create a new contact in Microsoft Dynamics 365 CRM, this automation will either add a new contact or update an existing one in your Sperse app. Ensure accurate and consistent contact information across both platforms, saving you time and eliminating manual data entry errors.

When this happens...
New ContactTriggers when a new contact is created.
TriggerPolling
automatically do this!
Add or Update ContactCreates a new contact.
ActionWrite

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

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

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
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 Payment
Triggers when a new payment is created.
Trigger
Instant
Try It
- Match Existing Contact
- Contact Type
  Required
- Full Name
- Prefix
- First Name
- Middle Name
- Last Name
- Nick Name
- Suffix
- Gender
- Date of Birth
- BANKcode
- SSN
- Company Name
- Job Title
- Industry
- Work
- Personal
- Other
- Website
- LinkedIn
- Photo URL
- Work
- Home
- Mobile
- Street
- Address 2
- City
- State Name
- State Code
- Zip Code
- Country Name
- Country Code
- Experience
- Profile Summary
- Interests
- Notes
- Follow Up Date
- Assigned User
- Deal Amount
- Source Code
- Channel Code
- Affiliate Code
- Referer URL
- Entry URL
Action
Write
- Contact Id
- Contact Xref
- Invoice Description
- Date of the Invoice
  Required
- Currency Id
  Required
- Due Date of the Invoice
- Grand Total
  Required
- Company
- First Name
- Last Name
- Phone
- Email
- Country Id
- State Id
- State Name
- City
- Zip
- Address 1
- Address 2
- Neighborhood
- Company
- First Name
- Last Name
- Phone
- Email
- Country Id
- State Id
- State Name
- City
- Zip
- Address 1
- Address 2
- Neighborhood
- Quantity
  Required
- Description
- Rate
  Required
- Total Item Price
  Required
- Unit Id
  Required
- Commissionable Amount
- Product Code
- Purchase Order No.
- Invoice No.
  Required
- Invoice Note
- Discount Total
  Required
- Shipping Total
  Required
- Tax Total
  Required
- Date
- Description
- Amount
- Gateway Name
- Gateway Transaction Id
- Historical Data
  Required
- Status
  Required
Action
Write
- Contact Id
- Contact Xref
- Affiliate Code
- User Id
- User Email
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
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
New Subscription
Triggers when a new subscription is created.
Trigger
Instant
Try It
- Match Existing Contact
- Override Lists
- Ignore Invalid Values
- Contact XREF
- Contact Type
  Required
- Create User
- User Password
- Send Welcome Email
- Full Name
- Prefix
- First Name
- Middle Name
- Last Name
- Nick Name
- Suffix
- Gender
- Date of Birth
- BANKcode
- SSN
- Driving License
- Driving License State
- Is Active Military Duty
- Is US Citizen
- Preferred Time of Day
- Person Affiliate Code
- Personal
- Alternative Personal
- Other Personal
- Work
- Alternative Work
- Other Work
- Mobile
- Mobile Ext
- Home
- Home Ext
- Work
- Work Ext
- Work 2
- Work 2 Ext
- Street
- Address 2
- City
- State Name
- State Code
- ZIP Code
- Country Name
- Country Code
- Street
- Address 2
- City
- State Name
- State Code
- ZIP Code
- Country Name
- Country Code
- Website
- LinkedIn
- Photo URL
- Facebook
- Instagram
- Twitter
- Google Reviews
- AngelList
- Zoom
- Experience
- Profile Summary
- Interests
- Notes
- Follow Up Date
- Assigned User
- Deal Amount
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Company Name
- Organization Type
- Is Employed
- Job Title
- Employment Start Date
- Employee Count
- Date Founded
- EIN
- Annual Revenue
- Industry
- Company Phone
- Company Phone Extention
- Company Fax Number
- Company Email
- Company Website
- Company Facebook
- Company LinkedIn
- Company Instagram
- Company Twitter
- Company Google Reviews
- Company Crunchbase
- Company BBB URL
- Company Zoom
- Company Calendly
- Company Logo URL
- Company Affiliate Code
- Street
- Address 2
- City
- State Name
- State Code
- ZIP Code
- Country Name
- Country Code
- Source Code
- Channel Code
- Affiliate Code
- Campaign ID
- Google Click ID
- Referer URL
- Applicant ID
- Application ID
- IP Address
- User Agent
- Site ID
- Site URL
- Date Created
- Entry URL
- Lead Stage Name
- Star
- Rating
- Tags
- Lists
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Term
- UTM Content
- UTM Keyword
- UTM AdGroup
- UTM Name
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Product Code
- Product Payment Period Type
- System Type
- Code
- Name
- Level
- Start Date
- End Date
- Amount
- Product Code
- Product Payment Period Type
- System Type
- Code
- Name
- Level
- Start Date
- End Date
- Amount
- Product Code
- Product Payment Period Type
- System Type
- Code
- Name
- Level
- Start Date
- End Date
- Amount
Action
Write
- Product Type
  Required
- Product Name
  Required
- SKU
  Required
- Description
- Description HTML
- Logo Url
- Group Name
- Price
- Currency Id
- Unit
Action
Write
- External Contact ID
  Required
- Product Code
  Required
- Payment Period Type
  Required
- Is it Recurring Billing
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 Sperse

Sperse is a business management and automation platform. It's smart, sleek and customizable CRM software is simple and designed to help you maximize your customer relationships and grow your business.

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