Microsoft Dynamics 365 CRM + Upcall

Update Upcall contacts when Microsoft Dynamics 365 CRM contacts are modified

Keep your contacts up to date across platforms with this seamless workflow. When a contact is updated in Microsoft Dynamics 365 CRM, the information is instantly reflected in the Upcall app, ensuring that any changes made in one system are immediately reflected in the other. Enhance your efficiency and maintain accurate records, all without any manual intervention.

When this happens...
Contact Updated
Triggers when a contact has been updated.
TriggerScheduled
automatically do this!
Add Contact
Add a Contact to a campaign and call it.
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
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident 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

Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- 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)
Action
Search
Find Campaign Response
Finds a campaign response.
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 or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Status
- CampaignRequired
Trigger
Scheduled
Try It
- CampaignRequired
- Phone NumberRequired
- Phone Number Extension
- First Name
- Last Name
- Notes
- Title
- Company Name
- Email Address
- Website
- Address - Street Line 1
- Address - City
- Address - State
- Address - Postal / ZIP Code
- Address - Country
- Custom Fields
Action
Write
- CampaignRequired
- Name
- Email
- Phone Number
- Status
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
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 or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Status
- CampaignRequired
Trigger
Scheduled
Try It
- Status
- CampaignRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
- Phone Number
- Status
- Phone Number Extension
- First Name
- Last Name
- Notes
- Title
- Company Name
- Email Address
- Website
- Address - Street Line 1
- Address - City
- Address - State
- Address - Postal / ZIP Code
- Address - Country
- Custom Fields
Action
Write
- CampaignRequired
- Name
- Email
- Phone Number
- Status
- Phone NumberRequired
- Phone Number Extension
- First Name
- Last Name
- Notes
- Title
- Company Name
- Email Address
- Website
- Address - Street Line 1
- Address - City
- Address - State
- Address - Postal / ZIP Code
- Address - Country
- Custom Fields
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.

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About Upcall

Upcall provides phone callers on demand. Import phone numbers and our professional callers will make sales and marketing calls for you.

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Related categories

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PRODUCTS

CAPABILITIES

By team

Microsoft Dynamics 365 CRM + Upcall

Update Upcall contacts when Microsoft Dynamics 365 CRM contacts are modified

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

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

Find Campaign Response

Find Opportunity

Info

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

Find or Create Contact

Info

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

Find or Create Opportunity

Info

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

New Contacts Created

Status

CampaignRequired

Add Contact

CampaignRequired

Phone NumberRequired

Phone Number Extension

First Name

Last Name

Notes

Title

Company Name

Email Address

Website

Address - Street Line 1

Address - City

Address - State

Address - Postal / ZIP Code

Address - Country

Custom Fields

Find Contact

CampaignRequired

Name

Email

Phone Number

Status

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account

Info

Create Contact

Info

Create Case/Incident

Info

Customer typeRequired

Status