Outplay + Microsoft Dynamics 365 CRM Integrations

How to connect Outplay + Microsoft Dynamics 365 CRM

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Supported triggers and actions

What does this mean?

New Prospect
Triggers when Prospect is created in Outplay.
Trigger
Instant
Optout Prospect
Triggers when Prospect has opted out in Outplay.
Trigger
Instant
Update Prospect
Triggers when Prospect is updated in Outplay.
Trigger
Instant
Save Prospect
Create or Update Prospect and Adds to Sequence based on the provided Sequence Identifier
Action
Write
New Account
Triggers when a new account is created.
Trigger
Scheduled

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled

New Lead
Triggers when a new lead is created.
Trigger
Scheduled

Microsoft Dynamics 365 CRM
Triggers when a lead has been updated.
Scheduled
Trigger
Microsoft Dynamics 365 CRM
Triggers when a new opportunity is created.
Scheduled
Trigger
Microsoft Dynamics 365 CRM
Triggers when an opportunity has been updated.
Scheduled
Trigger
Microsoft Dynamics 365 CRM
Creates a new account.
Scheduled
Action
Microsoft Dynamics 365 CRM
Creates a new contact.
Scheduled
Action
Microsoft Dynamics 365 CRM
Creates a new lead.
Scheduled
Action
Microsoft Dynamics 365 CRM
Updates an account.
Scheduled
Action
Microsoft Dynamics 365 CRM
Updates a contact.
Scheduled
Action
Microsoft Dynamics 365 CRM
Updates a lead.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds an account by name.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds a contact by email address or other searchable field.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds a lead by email address or other searchable field.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds an opportunity by subject or other searchable field.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds an account by name.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds a contact by email address or other searchable field.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds a lead by email address or other searchable field.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds an opportunity by subject or other searchable field, or creates the opportunity if it does not exist.
Scheduled
Action

How Outplay + Microsoft Dynamics 365 CRM Integrations Work

Step 1: Authenticate Outplay and Microsoft Dynamics 365 CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.