How to connect SalesRabbit + Microsoft Dynamics 365 CRM
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- New/Updated LeadTriggers when when a lead is created and/or updated.Trigger
- Form SubmittedSend form data to Zapier when form is submitted in SalesRabbit.Trigger
- Create LeadCreates a lead.Action
- Display Form ResultDisplays the result of a submitted form and gives the option to update the lead associated with that form.Action
- Update LeadUpdates a lead.Action
- New AccountTriggers when a new account is created.Trigger
- New ContactTriggers when a new contact is created.Trigger
- Contact UpdatedTriggers when a contact has been updated.Trigger
- 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.
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