Microsoft Dynamics 365 CRM + SweetAssist

Create new SweetAssist contacts for your Microsoft Dynamics 365 CRM contacts as they are added

Effortlessly keep your customer data up-to-date with this seamless workflow between Microsoft Dynamics 365 CRM and SweetAssist. When a new contact is added in Microsoft Dynamics 365 CRM, this automation will instantly create a corresponding contact in SweetAssist, ensuring your sales teams have accurate and consistent information across both platforms. Save time and maintain precision in managing your contacts by connecting your CRM with SweetAssist.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
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
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
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
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- 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
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- 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
- 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
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Contact TypeRequired
- Updated At
Trigger
Instant
Try It
- Email
- First Name
- Last Name
- Middle Name
- Email 2
- Mobile Phone
- Work Phone
- Home Phone
- Address
- Business Name
- Website
- Business Address
- Notes
Trigger
Instant
Try It
- EmailRequired
- Zap Name
- First Name
- Last Name
- Middle Name
- Email 2
- Mobile Phone
- Work Phone
- Home Phone
- Address
- Company
- Website
- Business Address
- Notes
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
- Info
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write
Create Campaign Response
Creates a new campaign response.
Action
Write
- Custom EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- 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
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- 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
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Email
- First Name
- Last Name
- Middle Name
- Email 2
- Mobile Phone
- Work Phone
- Home Phone
- Address
- Business Name
- Website
- Business Address
- Notes
Trigger
Instant
Try It
- FIrst NameRequired
- Last NameRequired
- EmailRequired
- Gender
- Telephone
- Nick Name
- Work Email
- Personal Email
- Fax
- Website URL
- DBA name
- Start Date
- Previous Brokerage
- Social Security Number
- Corporation name
- EIN
- Date of Birth
- Drivers License Number
- Have you moved your Real Estate License (YES/NO)
- Real estate license Number
- Expiration Date
- Issue Date
- Real Estate Association
- MLS Id
- Notes
- MLS Office ID
- Mailing Address
- Mailing Address 2
- Zip Code
Action
Write
- EmailRequired
- Zap Name
- First Name
- Last Name
- Middle Name
- Email 2
- Mobile Phone
- Work Phone
- Home Phone
- Address
- Company
- Website
- Business Address
- Notes
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 Help

Related categories

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Insightly

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Zapier Interfaces

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

About SweetAssist

SweetAssist is a complete real estate training centre relationship marketing software and mastermind community.

Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

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Microsoft Dynamics 365 CRM + SweetAssist

Create new SweetAssist contacts for your Microsoft Dynamics 365 CRM contacts as they are added

New Account

New Contact

New Custom Entity

Updated Case/Incident

Info

Updated Invoice

Info

Updated Lead

Info

Updated Opportunity

Info

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Invoice

Info

Owner

Create Opportunity

Info

Owner

Update Campaign Response

Owner

Update Custom Entity

Info

Custom Entity ActionRequired

Update Invoice

Info

InvoiceRequired

Update Opportunity

Info

OpportunityRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Search By Email Only

Find Custom Entity

Info

Custom EntityRequired

Match if any of the fields match (otherwise only match if all the fields match)

Search By Email Only

Find Campaign Response

State Code

Find Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Search By Email Only

Owner

Find or Create Custom Entity

Info

Custom EntityRequired

Match if any of the fields match (otherwise only match if all the fields match)

Search By Email Only

Find or Create Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

New Contact Types

Contact TypeRequired

Updated At

New Contact

Email

First Name

Last Name