Loading

Ricochet - Speed to Contact + Microsoft Dynamics 365 CRM Integrations

How to connect Ricochet - Speed to Contact + Microsoft Dynamics 365 CRM

Zapier lets you send info between Ricochet - Speed to Contact and Microsoft Dynamics 365 CRM automatically—no code required.

When this happens...
Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
Contact Updated

Triggers when a contact has been updated.

automatically do this!
Ricochet - Speed to ContactRicochet - Speed to Contact
Create Lead

Creates a new lead.

Supported triggers and actions

What does this mean?
  • Ricochet - Speed to Contact triggers, actions, and search
    Create Lead
    Creates a new lead.
    Action
    Write
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account
    Triggers when a new account is created.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Contact
    Triggers when a new contact is created.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    Contact Updated
    Triggers when a contact has been updated.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Lead
    Triggers when a new lead is created.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    Lead Updated
    Triggers when a lead has been updated.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Opportunity
    Triggers when a new opportunity is created.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    Opportunity Updated
    Triggers when an opportunity has been updated.
    Trigger
    Scheduled
  • 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

    Scheduled

    Action

How Ricochet - Speed to Contact + Microsoft Dynamics 365 CRM Integrations Work

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

About Ricochet - Speed to Contact

Ricochet Dialer & CRM official Zapier integration

Related categories

  • Phone & SMS
  • Sales & CRM
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Similar Apps

Salesforce (Legacy) integrations

Salesforce (Legacy)

CRM (Customer Relationship Management)
Pipedrive integrations

Pipedrive

CRM (Customer Relationship Management)
Insightly integrations

Insightly

CRM (Customer Relationship Management)

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

Google LogoSign up with Google
Or
By signing up, you agree to Zapier’s
Terms of Service