Microsoft Dynamics 365 CRM + SuperOffice CRM

Microsoft Dynamics 365 CRM + SuperOffice CRM integrations

Create new SuperOffice CRM sales for every new contact in Microsoft Dynamics 365 CRM

Effortlessly maintain your sales pipeline across platforms with this convenient automation. When a new contact is added in Microsoft Dynamics 365 CRM, this workflow will create a sale in SuperOffice CRM, keeping your sales data up-to-date and centralized. Spend less time manually transferring information and more time closing deals.

When this happens...
New ContactTriggers when a new contact is created.
TriggerPolling
automatically do this!
Create SaleCreates a new sale.
ActionWrite

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

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

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 Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
Project Member Changed
Triggers when an existing project member is modified in a project.
Trigger
Instant
Try It
- Trigger when
  Required
Trigger
Instant
Try It
Create Appointment
Creates a new appointment.
Action
Write
Create Company
Creates a new company.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Project Member
Creates a new project member.
Action
Write
Create Sale
Creates a new sale.
Action
Write
Create Request Message
Creates a new message for an existing request.
Action
Write
Update Company
Update an existing company content.
Action
Write
Update Contact
Update an existing contact content.
Action
Write
Update Sale
Update an existing sale content.
Action
Write
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search or write
- Search Value
  Required
Action
Search or 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
Appointment Changed
Triggers when an existing appointment is changed.
Trigger
Instant
Try It
Company Changed
Triggers when an existing company is changed.
Trigger
Instant
Try It
Document Changed
Triggers when an existing document is changed.
Trigger
Instant
Try It
Contact Changed
Triggers when an existing contact is changed.
Trigger
Instant
Try It
Project Changed
Triggers when an existing project is modified in SuperOffice.
Trigger
Instant
Try It
New Project Member
Triggers when a new project member is added to a project.
Trigger
Instant
Try It
New Sale
Triggers when a new sale is created.
Trigger
Instant
Try It
New Request
Triggers when a new request is created.
Trigger
Instant
Try It
Create Request Message Attachment
Creates a new request message attachment.
Action
Write
Create Document
Creates a new document.
Action
Write
Create Project
Creates a new project.
Action
Write
Remove Project Member
Remove a project member.
Action
Write
Create Request
Creates a new request.
Action
Write
Update Appointment
Update an existing appointment content.
Action
Write
- Document id
  Required
- Document
  Required
Action
Write
Update Project
Update an existing project content.
Action
Write
Update Request
Update an existing request content.
Action
Write
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search or write
- Search Value
  Required
Action
Search or write
- Search Value
  Required
Action
Search or 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 moreLearn moreHelpHelp

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About SuperOffice CRM

SuperOffice CRM software helps businesses collaborate internally and improve their sales, marketing and service processes.

Learn moreLearn moreHelpHelp

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Create new appointments in SuperOffice CRM for new contacts in Microsoft Dynamics 365 CRM

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