Microsoft Dynamics CRM (For use with Dynamics version 8)

Microsoft Dynamics CRM (For use with Dynamics version 8) Integrations

  • Add new Facebook Lead Ad leads to Microsoft Dynamics CRM as contacts

    Getting your leads to your sales team quickly can make the difference in a sale - are you tired of manually uploading your Facebook leads into Microsoft Dynamics CRM? Zapier can automate this for you. Once this integration is configured, new Facebook Lead Ad leads will automatically create new contacts in Microsoft Dynamics CRM, allowing you to follow-up with leads faster and more efficiently.

    How this Facebook Lead Ads-Microsoft Dynamics CRM integration works

    1. A new lead is captured in Facebook Lead Ads
    2. Zapier creates a new contact in Microsoft Dynamics CRM

    Apps involved

    • Facebook Lead Ads
    • Microsoft Dynamics CRM
  • Add new Gravity Forms submissions to Microsoft Dynamics as leads

    Capture your leads using an online form and then add them to your CRM, so you can get in touch later. Use this Zap to automatically add new Gravity Forms submissions to Microsoft Dynamics as leads. With the manual data transfer done for you, you'll have more time to reach out and build relationships with your new leads.

    How this Gravity Forms-Microsoft Dynamics integration works

    1. A new submission is created in Gravity Forms
    2. Zapier creates a lead in Microsoft Dynamics

    Apps involved

    • Gravity Forms
    • Microsoft Dynamics
  • Add new FullContact business cards to Microsoft Dynamics CRM as contacts

    Stop typing in new contacts by hand! After this integration is set up, FullContact's human staff will transcribe the card, and Zapier will automatically use the details to create a new Microsoft Dynamics CRM contact for your records.

    How It Works

    1. Use the FullContact app to scan a business card
    2. Once it's transcribed—a step that can take up to 30 minutes because it's human-powered—Zapier adds the information to Microsoft Dynamics CRM

    What You Need

    • FullContact app (for iOS or Android)
    • Microsoft Dynamics CRM account
  • Add new Microsoft Dynamics contacts to MailChimp as subscribers

    Keep in touch with your contacts by engaging them via email campaigns. Use this Zap to automatically add your new Microsoft Dynamics contacts to MailChimp as subscribers. That way, your subscriber list is up-to-date without you having to invest any extra time.

    How this Microsoft Dynamics-MailChimp integration works

    1. A new Microsoft Dynamics contact is created
    2. Zapier creates a subscriber in MailChimp

    Apps involved

    • Microsoft Dynamics
    • MailChimp
  • Add new Unbounce form submissions to Microsoft Dynamics as leads

    Online forms are great for capturing website visitors and turning them into leads. Use this Zap to automatically add new form submissions to Microsoft Dynamics as leads. Once your newly captured leads are in your CRM, you'll be able to personally get in touch with them and turn them into customers.

    How this Unbounce-Microsoft Dynamics integration works

    1. A new form submission is created in Unbounce
    2. Zapier creates a lead in Microsoft Dynamics

    Apps involved

    • Unbounce
    • Microsoft Dynamics
  • Create SendinBlue contacts from Microsoft Dynamics CRM contacts

    Rather than exporting all your contacts and importing them into your email marketing platform, use Zapier to start automatically adding new contacts to your SendinBlue contact list as you go. Once you set up this automation, new Microsoft Dynamics contacts from that point forward are individually added as subscribers on SendinBlue.

    How this Microsoft Dynamics-SendinBlue integration works

    1. A new contact is added to Microsoft Dynamics
    2. Zapier adds that contact to a SendinBlue list

    Apps involved

    • Microsoft Dynamics
    • SendinBlue
  • Add new Microsoft Dynamics opportunities to Trello as cards

    Keep track of your progress on opportunities with Kanban-style pipelines. Use this Zap to automatically add new Microsoft Dynamics opportunities to Trello as cards. Once the cards are in Trello, you can move them across the board as you make progress on your sales opportunities.

    How this Microsoft Dynamics-Trello integration works

    1. A new opportunity is created in Microsoft Dynamics
    2. Zapier creates a card in Trello

    Apps involved

    • Microsoft Dynamics
    • Trello
  • Add new Office 365 contacts to Microsoft Dynamics as contacts

    Make sure all of your contacts are consolidated in one place: your CRM. Use this Zap to add new Office 365 contacts to Microsoft Dynamics as contacts. That way, you can rest assured that Microsoft Dynamics houses all of your contacts and you can get a full picture of your contact list in just one spot.

    How this Office 365-Microsoft Dynamics integration works

    1. A new contact is created in Office 365
    2. Zapier creates a contact in Microsoft Dynamics

    Apps involved

    • Office 365
    • Microsoft Dynamics
  • Add new Microsoft Dynamics leads to Trello as cards

    Take quick action on your new leads by adding them to your project management tool. Use this Zap to automatically add new Microsoft Dynamics leads to Trello as cards. Once the leads are in Trello, you can move the leads across your Trello board as you take action--much like a sales pipeline.

    How this Microsoft Dynamics-Trello integration works

    1. A new lead is created in Microsoft Dynamics
    2. Zapier creates a Trello card

    Apps involved

    • Microsoft Dynamics
    • Trello
  • Add new Google Forms responses to Microsoft Dynamics as contacts

    Whenever someone answers your online survey, form, or questionnaire, make sure you can get back in touch with them later by adding them to your CRM. Use this Zap to automatically add new Google Forms responses to Microsoft Dynamics as contacts. Now with the contacts already in your CRM, all you need to do is get in touch.

    How this Google Forms-Microsoft Dynamics integration works

    1. A new response is created in Google Forms
    2. Zapier creates a contact in Microsoft Dynamics

    Apps involved

    • Google Forms
    • Microsoft Dynamics
  • Add new Gravity Forms submissions to Microsoft Dynamics as contacts

    Keep in touch with prospects and site visitors by adding them to your CRM whenever they fill out an online form. Use this Zap to automatically add new Gravity Forms submissions to Microsoft Dynamics as contacts. That way, your contacts are already in your CRM, ready for you to reach out to them.

    How this Gravity Forms-Microsoft Dynamics integration works

    1. A new submission is created in Gravity Forms
    2. Zapier creates a contact in Microsoft Dynamics

    Apps involved

    • Gravity Forms
    • Microsoft Dynamics
  • Add new Formstack submissions as leads to Microsoft Dynamics CRM

    Keeping your database up-to-date can be difficult when you use many different tools to capture information. If you are manually uploading lists to stay current, let Zapier automate that workflow for you. Once you configure this integration, new Formstack submissions will be added as new leads in Microsoft Dynamics CRM.

    Note: This integration does not update existing leads, but only creates new leads.

    How this Formstack-Microsoft Dynamics CRM integration works

    1. New submission in Formstack
    2. Zapier creates a new lead in Microsoft Dynamics CRM

    Apps involved

    • Formstack
    • Microsoft Dynamics CRM
  • Add new Formstack submissions to Microsoft Dynamics as leads

    Keep your newly captured leads all in one place: your CRM. Use this Zap to automatically add new Formstack submissions to Microsoft Dynamics as leads. Now that your leads are in your CRM, all that's left to do is reach out to them and turn them into customers.

    How this Formstack-Microsoft Dynamics integration works

    1. A new submission is created in Formstack
    2. Zapier creates a lead in Microsoft Dynamics

    Apps involved

    • Formstack
    • Microsoft Dynamics
  • Add new Microsoft Dynamics opportunities to Google Sheets as rows

    Save, sort, share, and analyze your sales opportunities--all within an online spreadsheet. Use this Zap to automatically add new Microsoft Dynamics opportunities to Google Sheets as rows. Once your opportunities are in Google Sheets, you can analyze them and share your findings with your team.

    How this Microsoft Dynamics-Google Sheets integration works

    1. A new opportunity is created in Microsoft Dynamics
    2. Zapier creates a row in Google Sheets

    Apps involved

    • Microsoft Dynamics
    • Google Sheets
  • Add new Microsoft Dynamics CRM contacts to a SendPulse mailing list

    Importing leads by hand is time-consuming. This Microsoft Dynamics CRM-SendPulse integration does that work for you, copying new Dynamics contacts to your SendPulse list automatically. That can trigger automation campaigns and give your contacts more information about your company and what you have to offer.

    How It Works

    1. A new contact is added to Microsoft Dynamics CRM
    2. Zapier creates a new contact in SendPulse

    What You Need

    • Microsoft Dynamics CRM account
    • SendPulse account
  • Turn new visitors captured by VisitorTrack into Microsoft Dynamics leads

    Every day your website gets visitors—but most of them stay anonymous. Take action on everyone by setting up this automation to help you convert them. From that point forward, Zapier will automatically create a lead on Microsoft Dynamics for every new site visitor detected by VisitorTrack, ensuring you never miss anyone.

    How this VisitorTrack-Microsoft Dynamics integration works

    1. Anonymous business visitors to your site are tracked and identified by VisitorTrack
    2. A new lead is created by Zapier on Microsoft Dynamics CRM

    Apps involved

    • VisitorTrack
    • Microsoft Dynamics CRM
  • Create Image Relay folders from new MS Dynamics CRM leads

    Get support from your customer relations team and the creative department the moment you start working with a potential client. After setting up this automation, creating a new lead in MS Dynamics CRM will create a new folder in Image Relay, so you can now stage and receive collateral for that potential client.

    How this MS Dynamics CRM-Image Relay integration works

    1. A new lead is created in MS Dynamics CRM
    2. Zapier creates a new folder in Image Relay
    • MS Dynamics CRM
    • Image Relay
  • Add new contacts from Microsoft Dynamics to a list iContact Pro

    Use Microsoft Dynamics CRM to store all your contact data? Need to keep your contacts in iContact Pro up to date with the latest data from your CRM? This integration will copy them over automatically whenever you create a new contact on Dynamics so you never have to worry about doing it again.

    How this Microsoft Dynamics CRM integration works:

    1. A new contact record is created in Microsoft Dynamics CRM
    2. Zapier creates a new contact and adds them to a specified list in iContact Pro

    Apps involved

    • Microsoft Dynamics CRM
    • iContact Pro
  • Add new ActiveCampaign contacts to Microsoft Dynamics as contacts

    The more data you have in your CRM, the more powerful it is. Make sure you have all of your subscribers and contacts in your CRM, so you can get a single view of your contact list without switching between tools. Use this Zap to automatically add new ActiveCampaign contacts to Microsoft Dynamics as contacts. That way, the manual data transfer is done for you and you are left with a single, consolidated contact list.

    How this ActiveCampaign-Microsoft Dynamics integration works

    1. A new contact is created in ActiveCampaign
    2. Zapier creates a contact in Microsoft Dynamics

    Apps involved

    • ActiveCampaign
    • Microsoft Dynamics
  • Send proposals for new opportunities in Microsoft Dynamics CRM from WebMerge

    Need a way to automatically populate documents like proposals, contracts, quotes, and more from Microsoft Dynamics CRM? Setup the Microsoft Dynamics CRM-WebMerge integration and each time you get a new deal in Dynamics CRM, Zapier will automatically send that data over to your WebMerge template(s).

    Note: you will need a WebMerge account with a Document Template to use this Zap.

    How this Microsoft Dynamics CRM-WebMerge integration works

    1. A new opportunity is added to Microsoft Dynamics CRM
    2. Zapier automatically sends the data over to WebMerge

    Apps involved

    • Microsoft Dynamics CRM
    • WebMerge
  • Add new FullContact business cards to Microsoft Dynamics as leads

    When you meet a slew of potential new clients at a networking event or conference, make sure their details are added to your CRM, so you can get in contact later. Use this Zap to automatically add new FullContact business cards to Microsoft Dynamics as leads. That way, all of your leads' contact information is in one place, so you can easily get in touch.

    How this FullContact-Microsoft Dynamics integration works

    1. A new business card is scanned into FullContact
    2. Zapier creates a lead in Microsoft Dynamics

    Apps involved

    • FullContact
    • Microsoft Dynamics
  • Add new or updated Spotio pins to Microsoft Dynamics as leads

    Keep track of your door-to-door sales by adding interested prospects into your CRM as leads. Use this Zap to automatically create leads in Microsoft Dynamics whenever Spotio pins are created or updated. Then you will have all their relevant contact information in your CRM, ready to go when you decide to reach back out to those leads!

    How this Spotio-Microsoft integration works

    1. A new pin is created or updated in Spotio
    2. Zapier creates a lead in Microsoft Dynamics

    Apps involved

    • Spotio
    • Microsoft Dynamics
  • Add new Acuity Scheduling appointments to Microsoft Dynamics as leads

    When you get new appointments booked, make sure you add all information from the appointments to a single place: your CRM. Use this Zap to automatically create leads in Microsoft Dynamics whenever new appointments are created in Acuity Scheduling. That way, your contacts' information will already be in your CRM, so you can refer to it before, during, and after your appointment.

    How this Acuity Scheduling-Microsoft Dynamics integration works

    1. A new appointment is created in Acuity Scheduling
    2. Zapier creates a lead in Microsoft Dynamics

    Apps involved

    • Acuity Scheduling
    • Microsoft Dynamics
  • Add new ActiveCampaign contacts to Microsoft Dynamics as leads

    Add new email subscribers to Microsoft Dynamics, so that all of your contacts are consolidated into one place. Use this Zap to automatically add new ActiveCampaign contacts to Microsoft Dynamics as leads. Now that your contacts are organized in your CRM, you can swiftly take action and starting turning leads into loyal customers.

    How this ActiveCampaign-Microsoft Dynamics integration works

    1. A new contact is created in ActiveCampaign
    2. Zapier creates a lead in Microsoft Dynamics

    Apps involved

    • ActiveCampaign
    • Microsoft Dynamics
  • Add new MS Dynamics contacts as people on Sellf

    Sometimes you need to migrate contacts between apps, others it's useful to have them replicated. Either way, this automation can save you the trouble of double entry. After it's been activated, Zapier will capture every new contact you add on Microsoft Dynamics CRM and add them as new people on Sellf with every detail you need to carry over.

    How this Microsoft Dynamics-Sellf integration works

    1. A new contact is created on Microsoft Dynamics CRM
    2. Zapier automatically creates a new person on Sellf

    Apps involved

    • Microsoft Dynamics
    • Sellf

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Microsoft Dynamics CRM (For use with Dynamics version 8) Integration Details
Premium

Launched on Zapier August 13, 2012

Getting leads to your team right away can be the difference between a key sale and losing out to a competitor. Zapier will support your Microsoft Dynamics CRM account—and your sales team—by automatically updating your leads and keeping your team informed of any new opportunities.

Here are some creative ways to use Microsoft Dynamics CRM with Zapier:

  • Keep your customer information updated. Add new FullContact business cards to Microsoft Dynamics CRM as contacts.
  • Make sure your sales and marketing teams know about any new opportunities. Send emails via Mandrill or SendGrid when new leads are created within your Microsoft Dynamics CRM instance.
  • You've spent a lot of time and money on your most recent campaign. Make sure your leads get to the right person instantly when you use Zapier to add leads from Facebook Lead Ads to your Microsoft Dynamics CRM instance.

Zapier combines Triggers (like "New Contact") and Actions (like "Create Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Microsoft Dynamics CRM (For use with Dynamics version 8) Triggers, Searches, and Actions are supported by Zapier:

New Contact

Triggered when a new contact is created within your Dynamics CRM instance.

New Opportunity

Triggered when a new opportunity is created within your Dynamics CRM instance.

New Lead

Triggered when a new lead is created within your Dynamics CRM instance.

New Account

Triggered when a new account is created within your Dynamics CRM instance.

Create Contact

Creates a new contact.

Create Lead

Creates a new lead.

Update Lead

Updates any fields with data on the specified lead.

Create Account

Creates a new account.

Find Contact

Finds an existing contact.

Find Lead

Finds an existing lead.

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