SalesRabbit + Microsoft Dynamics 365 CRM Integrations

How to connect SalesRabbit + Microsoft Dynamics 365 CRM

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Supported triggers and actions

What does this mean?

New/Updated Lead
Triggers when when a lead is created and/or updated.
Trigger
Instant
Form Submitted
Send form data to Zapier when form is submitted in SalesRabbit.
Trigger
Instant
Create Lead
Creates a lead.
Action
Write
Display Form Result
Displays the result of a submitted form and gives the option to update the lead associated with that form.
Action
Write
Update Lead
Updates a lead.
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
Microsoft Dynamics 365 CRM
Triggers when a new lead is created.
Scheduled
Trigger
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 SalesRabbit + Microsoft Dynamics 365 CRM Integrations Work

Step 1: Authenticate SalesRabbit 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.