Microsoft Dynamics 365 CRM + Upscale

Microsoft Dynamics 365 CRM + Upscale integrations

Create Upscale prospects from new Microsoft Dynamics 365 CRM contacts

Effortlessly expand your sales pipeline with this seamless workflow between Microsoft Dynamics 365 CRM and Upscale. When a new contact is added in Microsoft Dynamics 365 CRM, the contact information is instantly saved as a prospect in Upscale. Stay organized and save time by letting this automation handle your data entry, giving you more time to focus on building the strong relationships that matter most.

When this happens...
New ContactTriggers when a new contact is created.
TriggerPolling
automatically do this!
Save ProspectCreate or Update a Prospect in Upscale
ActionWrite

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

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

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
Account Updated
Triggers when an Account is updated.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an Opportunity is updated.
Trigger
Instant
Try It
Prospect Opted Out
Triggers when a prospect opts out from all types of communication.
Trigger
Instant
Try It
Prospect Updated
Triggers when a prospect is updated in Upscale.
Trigger
Instant
Try It
- Update By
- Id
- Name
  Required
- Account
- Prospects
- Opportunity Stage
  Required
- Tags
- Amount Currency
- Amount Value
- Close Date
- Probability
Action
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
Account Created
Triggers when a new Account is created.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new Opportunity is created.
Trigger
Instant
Try It
Prospect Created
Triggers when a new prospect is created in Upscale.
Trigger
Instant
Try It
Prospect Unsubscribed
Triggers when a prospect unsubscribes from email communication.
Trigger
Instant
Try It
- Update By
  Required
- Name
  Required
- Account Domain
- Tags
- Prospect Emails
Action
Write
- Prospect Email
  Required
- First Name
- Last Name
- Personal Email
- Work Phone
- Personal Phone
- Country
- Organisation
- Job Title
- LinkedIn URL
- Website URL
- Prospect Stage
  Required
- TimeZone (IANA)
- Tags
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.

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About Upscale

Upscale is a sales engagement platform that helps SDRs maintain pipeline consistency & crush revenue goals faster with structured outreach.

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Related categories

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Related Zap Templates

Update Upscale prospects when contacts change in Microsoft Dynamics 365 CRM

Related Zap Templates

Update Upscale prospects when contacts change in Microsoft Dynamics 365 CRM