Microsoft Dynamics 365 CRM + Spiro
Add new Microsoft Dynamics Contacts to Spiro as contacts
You only need to add your new contacts once—Zapier makes sure they're copied everywhere you need, like your CRM. Set up this Microsoft Dynamics Contacts-Spiro integration and we'll handle that connection for you. Whenever you add a new Microsoft Dynamics Contact, a matching person will be created on Spiro, saving you the hassle of ever exporting them again.
You only need to add your new contacts once—Zapier makes sure they're copied everywhere you need, like your CRM. Set up this Microsoft Dynamics Contacts-Spiro integration and we'll handle that connection for you. Whenever you add a new Microsoft Dynamics Contact, a matching person will be created on Spiro, saving you the hassle of ever exporting them again.
- When this happens...
New ContactTriggers when a new contact is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ContactCreates a new contact.
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact Updated
Triggers when a contact has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCreate Campaign
Creates a new campaign.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Campaign Response
Creates a new campaign response.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Campaign Response
Updates an existing campaign response.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Case/IncidentRequired
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Campaign Response
Finds a campaign response.
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Company
Triggers when new company created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Ticket
Triggers when new ticket created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Spiro Users
Opportunity Attributes
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom Entity TypeRequired
Trigger AttributeRequired
Trigger ValueRequired
Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom Entity TypeRequired
Trigger AttributeRequired
Trigger ValueRequired
Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company IDRequired
Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Company ID
Description
Website
Opportunity Name
Amount
Close Date
Sales Stage Name
Pipeline Name
Sales Stage
Priority
Opportunity Owner Full Name
External Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reminder DateRequired
ReminderRequired
Company IdRequired
Spiro User
Remind Me
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Support DeskRequired
Spiro User
SubjectRequired
EmailRequired
Contact ID
Company ID
Priority
Status
Description
Full Name
Company Name
Phone
Mobile Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Message
Link
Spiro User. Leave it blank to send the message to your account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Full Name
Email
Phone
Mobile Phone
Title
Description
Owner
Campaigns
External Id
Company Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Opportunity Name
Sales Stage
Amount
Close Date
Description
Priority
Spiro User
External Id
Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Reminder
Reminder Date
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Subject
Description
Priority
Status
Spiro User
Contact ID
Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany IDRequired
Sales Stage
ActionThis is an event a Zap performs.SearchFind existing data in your appContact ID
Contact Email
Interaction type
Number of interactions
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom ListRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Search Latest First?
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
Full NameRequired
Email
Phone
Mobile Phone
Description
Company Name
Title
Opportunity ID
Campaigns
External Id
Spiro User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search ByRequired
Search ValueRequired
Support DeskRequired
Spiro User
SubjectRequired
EmailRequired
Contact ID
Company ID
Priority
Status
Description
Full Name
Company Name
Phone
Mobile Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCase/Incident Updated
Triggers when a case/incident has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLead Updated
Triggers when a lead has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOpportunity Updated
Triggers when an opportunity has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInfo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSpiro Users
Sales Stage
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom Entity TypeRequired
Field Name
Field Value
Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when new user created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom Entity TypeRequired
Trigger AttributeRequired
Trigger ValueRequired
Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Field Name
Field Value
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Entity NameRequired
Field Name
Field Value
Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity IDRequired
Relations to Clone
Name
Sales Stage
Amount
Close Date
Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Address
City
Zipcode
Region
Country
Phone
Description
Website
State
External Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Email
Phone
Mobile Phone
Description
Company Name
Title
Opportunity ID
Campaigns
External Id
Spiro User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Spiro User
SubjectRequired
Contact ID
Ticket ID
EmailRequired
TypeRequired
Custom Activity Type
Disposition
Interaction Date
Description
Full Name
Company Name
Phone
Mobile Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Email
Company Name
Company Address
Company City
Company State
Company Country
Company Zipcode
Company Region
Website
Description
Opportunity Name
Amount
Phone
Mobile Phone
Title
Sales Stage Name
Close Date
Pipeline Name
Sales Stage
Priority
Opportunity Owner Full Name
External Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reminder DateRequired
ReminderRequired
EmailRequired
Contact Id
Spiro User
Remind Me
Description
Full Name
Company Name
Phone
Mobile Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reminder DateRequired
ReminderRequired
Opportunity IdRequired
Spiro User
Remind Me
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IDRequired
Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Company Name
Website
Address
City
State
Zipcode
Region
Country
Phone
Description
Owner
External Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Name
Header Notes
Footer Notes
Expiration Date
Spiro User
Company ID
Primary Contact ID
Opportunity ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Entity (Section)Required
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
First Name
Last Name
Title
Phone
Country
Currency
Email Client
Role
Manager
Group
Is Admin?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom ListRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Search Latest First?
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
Company NameRequired
Address
City
Zipcode
Region
Country
Phone
Description
Website
State
External Id
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search ByRequired
Search ValueRequired
Company NameRequired
Company ID
Description
Website
Opportunity Name
Amount
Close Date
Sales Stage Name
Pipeline Name
Sales Stage
Priority
Opportunity Owner Full Name
External Id
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Spiro
Spiro is an AI-Powered CRM that learns your sales process to increase effectiveness and deliver more accurate business insights.
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