Microsoft Dynamics 365 CRM + Synchroteam

Microsoft Dynamics 365 CRM + Synchroteam integrations

Update Synchroteam customers when Microsoft Dynamics 365 CRM contacts are updated

Keep your Microsoft Dynamics 365 CRM and Synchroteam apps seamlessly connected with this workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, a customer record will be created in Synchroteam. Stay organized and let this automation handle the data transfer efficiently and effortlessly.

When this happens...
Updated ContactTriggers when a contact is updated.
TriggerPolling
automatically do this!
Create CustomerCreate a new customer
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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

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

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
- Show
  Required
Trigger
Polling
Try It
- Show
Trigger
Polling
Try It
- Equipment Reference
- Equipment name
  Required
- Customer Reference
  Required
- Site Reference
Action
Write
- Site Reference
- Site Name
  Required
- Address
  Required
- Customer reference
  Required
Action
Write
- Id
- myId
- Name
Action
Search
- Id
- MyId
- Num
Action
Search
- Id
- myId
- Name
  Required
- Address
  Required
- Address Street
- Address Complement
- Address ZIP
- Address City
- Address Province
- Address Country
- Contact Last Name
- Contact First Name
- Contact Phone
- Contact Mobile
- Contact Email
- Contact Fax
Action
Search or write
- Id
- Job reference
- Num
- Job description
- Customer reference
- Customer name
  Required
- Site reference
- Site name
- Equipment reference
- Equipment name
- Job type name
  Required
- Report template name
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
- Show
  Required
Trigger
Polling
Try It
- Show
  Required
Trigger
Polling
Try It
- myId
- Name
  Required
- Address
  Required
- Address Street
- Address Complement
- Address ZIP
- Address City
- Address Province
- Address Country
- Contact Last Name
- Contact First Name
- Contact Phone
- Contact Mobile
- Contact Email
- Contact Fax
Action
Write
- Job reference
- Job description
- Customer reference
- Customer name
  Required
- Site reference
- Site name
- Equipment reference
- Equipment name
- Job type name
  Required
- Report template name
Action
Write
- Job Id
- Job reference
- Job number
- Scheduled date start
  Required
- Scheduled date end
  Required
- Technician's login
  Required
Action
Write
- Id
- myId
- Name
Action
Search
- Id
- myId
- Name
Action
Search
- Id
- Equipment Reference
- Equipment name
  Required
- Customer Reference
  Required
- Site Reference
Action
Search or write
- Id
- Site Reference
- Site Name
  Required
- Address
  Required
- Customer reference
  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

Related categories

CRM (Customer Relationship Management)

Microsoft

Premium

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Forms

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

About Synchroteam

Synchroteam is a Cloud-based Field Service Management application

HelpHelp

Related categories

Scheduling & Booking