Connect SubcontractorHub and Microsoft Dynamics 365 CRM to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Select Active Users" from SubcontractorHub.

Add your action

An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.

You’re connected!

Zapier seamlessly connects SubcontractorHub and Microsoft Dynamics 365 CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Select Active Users
get the list of active users for the selected organization
Trigger
Polling
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It

- Material Name
- Description
- Delivery Type
- Manufacturer
  Required
- SKU
  Required
- Part Number
  Required
- Type
  Required
- Job Type
  Required
- Pack Size
  Required
- Quantity
  Required
- Active
- No Of Item
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
- Phone
- Street
  Required
- City
  Required
- State
  Required
- Postal Code
  Required
- Country
- Country Code
- Job Type
  Required
- Organization
  Required
- Lead Source
- Lead Sub Source
- Do Not Text
- Do Not Call
- Do Not Email
- Spanish
- Preferred Contact Method
- Referred By
- Sales Notes
- Qualifying Representative
- Campaign Number
- Lead Score
- Custom Fields
- Select Owner
- Owner Email
Action
Write

- Job Type
  Required
- Street
  Required
- City
  Required
- State
  Required
- Postal Code
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Module Name
  Required
- Module Watts
  Required
- Module Total Panels
  Required
- Battery Name
  Required
- Battery Price
  Required
- Battery Size (kwh)
  Required
- Battery Quantity
  Required
- Organization
  Required
- External Id
  Required
- Territory
  Required
- Finance Partner
- Finance Rate
- Finance Term
- Finance Escalator
- Down Payment
- Contract Amount
- Financed Amount
- Utility Company
- System Size
- Annual Usage
- Annual Production
- Contract URL
- Shade Report URL
- Design URL
- Contract Signed Date
- Sales Rep Full Name
- Sales Rep Email
- Sales Rep First Name
- Sales Rep Last Name
- Owner Email
- Inverter Name
- Inverter Manufacturer
- Inverter Quantity
- Module Manufacturer
- Battery Manufacturer
- Price Per Watt
- Customer Phone
Action
Write
- Unique Id
  Required
- Finance Partner
- Finance Term Year
- Finance Rate
- Finance PPW
- Finance Monthly Payment
- Organization
  Required
- Contract Signed URL
- County
- Country
- Latitude
- Longitude
- Downpayment
- Discounts Total
- Base System Cost
- Battery Total
- Adders Total
- Dealer Fee
- Contract Amount
- Utility Company
- Utility Bill
- Module Manufacturer
- Inverter Name
- Inverter Manufacturer
- Inverter Quantity
- Annual Production
- Annual Usage
- System Size (KW)
- Finance Type
- Contract Type
- Finance Escalator Rate
- Last Name
- Phone
- Owner Email
- Sales Representation Name
- Current Stage
- Sales Representation Email
- First Name
- Email
Action
Write
- Unique Id
  Required
- Organization
- Fields [0] Field Key
- Fields [0] Field Value
- Fields [1] Field Key
- Fields [1] Field Value
- Fields [2] Field Key
- Fields [2] Field Value
- Fields [3] Field Key
- Fields [3] Field Value
- Fields [4] Field Key
- Fields [4] Field Value
- Fields [5] Field Key
- Fields [5] Field Value
- Fields [6] Field Key
- Fields [6] Field Value
- Fields [7] Field Key
- Fields [7] Field Value
- Fields [8] Field Key
- Fields [8] Field Value
- Fields [9] Field Key
- Fields [9] Field Value
- Fields [10] Field Key
- Fields [10] Field Value
- Fields [11] Field Key
- Fields [11] Field Value
- Fields [12] Field Key
- Fields [12] Field Value
- Fields [13] Field Key
- Fields [13] Field Value
- Fields [14] Field Key
- Fields [14] Field Value
- Fields [15] Field Key
- Fields [15] Field Value
- Fields [16] Field Key
- Fields [16] Field Value
- Fields [17] Field Key
- Fields [17] Field Value
- Fields [18] Field Key
- Fields [18] Field Value
- Fields [19] Field Key
- Fields [19] Field Value
- Fields [20] Field Key
- Fields [20] Field Value
- Fields [21] Field Key
- Fields [21] Field Value
- Fields [22] Field Key
- Fields [22] Field Value
- Fields [23] Field Key
- Fields [23] Field Value
- Fields [24] Field Key
- Fields [24] Field Value
- Fields [25] Field Key
- Fields [25] Field Value
- Fields [26] Field Key
- Fields [26] Field Value
- Fields [27] Field Key
- Fields [27] Field Value
- Fields [28] Field Key
- Fields [28] Field Value
- Fields [29] Field Key
- Fields [29] Field Value
- Fields [30] Field Key
- Fields [30] Field Value
- Fields [31] Field Key
- Fields [31] Field Value
- Fields [32] Field Key
- Fields [32] Field Value
- Fields [33] Field Key
- Fields [33] Field Value
- Fields [34] Field Key
- Fields [34] Field Value
- Fields [35] Field Key
- Fields [35] Field Value
- Fields [36] Field Key
- Fields [36] Field Value
- Fields [37] Field Key
- Fields [37] Field Value
- Fields [38] Field Key
- Fields [38] Field Value
- Fields [39] Field Key
- Fields [39] Field Value
- Fields [40] Field Key
- Fields [40] Field Value
- Fields [41] Field Key
- Fields [41] Field Value
- Fields [42] Field Key
- Fields [42] Field Value
- Fields [43] Field Key
- Fields [43] Field Value
- Fields [44] Field Key
- Fields [44] Field Value
- Fields [45] Field Key
- Fields [45] Field Value
- Fields [46] Field Key
- Fields [46] Field Value
- Fields [47] Field Key
- Fields [47] Field Value
- Fields [48] Field Key
- Fields [48] Field Value
- Fields [49] Field Key
- Fields [49] Field Value
- Fields [50] Field Key
- Fields [50] Field Value
- Fields [51] Field Key
- Fields [51] Field Value
- Fields [52] Field Key
- Fields [52] Field Value
- Fields [53] Field Key
- Fields [53] Field Value
- Fields [54] Field Key
- Fields [54] Field Value
- Fields [55] Field Key
- Fields [55] Field Value
- Fields [56] Field Key
- Fields [56] Field Value
- Fields [57] Field Key
- Fields [57] Field Value
- Fields [58] Field Key
- Fields [58] Field Value
- Fields [59] Field Key
- Fields [59] Field Value
- Fields [60] Field Key
- Fields [60] Field Value
- Fields [61] Field Key
- Fields [61] Field Value
- Fields [62] Field Key
- Fields [62] Field Value
- Fields [63] Field Key
- Fields [63] Field Value
- Fields [64] Field Key
- Fields [64] Field Value
- Fields [65] Field Key
- Fields [65] Field Value
- Fields [66] Field Key
- Fields [66] Field Value
- Fields [67] Field Key
- Fields [67] Field Value
- Fields [68] Field Key
- Fields [68] Field Value
- Fields [69] Field Key
- Fields [69] Field Value
- Fields [70] Field Key
- Fields [70] Field Value
- Fields [71] Field Key
- Fields [71] Field Value
- Fields [72] Field Key
- Fields [72] Field Value
- Fields [73] Field Key
- Fields [73] Field Value
- Fields [74] Field Key
- Fields [74] Field Value
- Fields [75] Field Key
- Fields [75] Field Value
- Fields [76] Field Key
- Fields [76] Field Value
- Fields [77] Field Key
- Fields [77] Field Value
- Fields [78] Field Key
- Fields [78] Field Value
- Fields [79 Field Key
- Fields [79] Field Value
- Fields [80] Field Key
- Fields [80] Field Value
- Fields [81] Field Key
- Fields [81] Field Value
- Fields [82] Field Key
- Fields [82] Field Value
- Fields [83] Field Key
- Fields [83] Field Value
- Fields [84] Field Key
- Fields [84] Field Value
- Fields [85] Field Key
- Fields [85] Field Value
- Fields [86] Field Key
- Fields [86] Field Value
- Fields [87] Field Key
- Fields [87] Field Value
- Fields [88] Field Key
- Fields [88] Field Value
- Fields [89] Field Key
- Fields [89] Field Value
- Fields [90] Field Key
- Fields [90] Field Value
- Fields [91] Field Key
- Fields [91] Field Value
- Fields [92] Field Key
- Fields [92] Field Value
- Fields [93] Field Key
- Fields [93] Field Value
- Fields [94] Field Key
- Fields [94] Field Value
- Fields [95] Field Key
- Fields [95] Field Value
- Fields [96] Field Key
- Fields [96] Field Value
- Fields [97] Field Key
- Fields [97] Field Value
- Fields [98] Field Key
- Fields [98] Field Value
- Fields [99] Field Key
- Fields [99] Field Value
- Fields [100] Field Key
- Fields [100] Field Value
Action
Write
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

- Organization
Trigger
Polling
Try It
- Organization
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
Trigger
Instant
Try It
- Job Type
  Required
- Type
  Required
- Category
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
- Street
  Required
- City
- State
  Required
- Postal Code
  Required
- Country
- County
  Required
- Latitude
- Longitude
- Job Type
  Required
- Setter Email
- Sales Rep First Name
- Sales Rep Last Name
- Sales Rep Email
- Sales Rep Phone
- Sales Rep His Number
- Lead Source
- Lead Sub Source
- Lead Score
- Notes
- Organization
  Required
- Company
- Description
- From Url
- Status
- Annual Revenue
- Employees
- Email Opt Out
- Utm Campaign
- Utm Source
- Utm Medium
- Utm Content
- Utm Term
- website
- Engagement History
- Spanish
- Preferred Contact Method
- Referred By
- Do Not Call
- Do Not Text
- Legal
- Default Timezone
- External Lead Id
- state
- Territory
Action
Write
- Unique Id
  Required
- Organization
  Required
Action
Write
- First Name
- Last Name
- Phone
- Email
- Country Code
- County
- State
- Street
- City
- Country
- Postal Code
- Job Type
- Do Not Text
- Do Not Call
- Do Not Email
- Spanish
- Preferred Contact Method
- Referred By
- Sales Notes
- Lead Score
- Latitude
- Longitude
- Language
- Lead Source
- Lead Sub Source
- Stage
- Organization
  Required
- Id
  Required
- Qualifying Representative
- Custom Fields
Action
Write
New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

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Connect SubcontractorHub and Microsoft Dynamics 365 CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

Make work flow with AI

Level up your SubcontractorHub to Microsoft Dynamics 365 CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About SubcontractorHub

SubcontractorHub is a CRM and design measurement tool for Roofing Contractors and Organisations.

HelpHelp

Related categories

CRM (Customer Relationship Management)

About Microsoft Dynamics 365 CRM

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

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)Microsoft

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Connect SubcontractorHub and Microsoft Dynamics 365 CRM to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect SubcontractorHub and Microsoft Dynamics 365 CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

6 ways to automate Microsoft Dynamics 365

Make work flow with AI

Connect SubcontractorHub to Microsoft Dynamics 365 CRM on the world's largest no-code automation platform