e-shot + Microsoft Dynamics 365 CRM

Update and save contacts in e-shot when Microsoft Dynamics 365 CRM contacts are updated

Keep your e-shot contacts up-to-date with this seamless automation. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this workflow will instantly save the updated contact information in e-shot. Save time, minimize manual efforts, and maintain accurate contact information across both platforms, effortlessly.

When this happens...
Updated Contact
Triggers when a contact is updated.
TriggerPolling
automatically do this!
Save Contact
Create a new contact or update an existing one. We work this out based on whether the specified details match a contact in your e-shot™ account.
ActionWrite

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Supported triggers and actions

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 EntityRequired
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 typeRequired
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- OrderRequired
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 EntityRequired
- 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 EntityRequired
- 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
- Subaccount IDRequired
- Campaign ID
Trigger
Polling
Try It
- Subaccount IDRequired
- Campaign ID
Trigger
Polling
Try It
- Subaccount IDRequired
- Channel IDRequired
- Preference IDRequired
Trigger
Polling
Try It
- Subaccount IDRequired
- Channel IDRequired
- Preference IDRequired
Trigger
Polling
Try It
- Contact IDRequired
Action
Write
- Subaccount IDRequired
- Group IDRequired
- Contact IDRequired
Action
Write
- Subaccount IDRequired
- Channel IDRequired
- Preference IDRequired
- Contact IDRequired
Action
Write
- Subaccount IDRequired
- Channel IDRequired
- Preference IDRequired
- Contact IDRequired
Action
Write
- Subaccount IDRequired
- NameRequired
- Description
- Is checked by default
- Is shown in UI
Action
Write
- NameRequired
Action
Search
- NameRequired
- Subaccount IDRequired
- NameRequired
- Description
- Is checked by default
- Is shown in UI
Action
Search or 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 EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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 NameRequired
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
- Subaccount IDRequired
- Campaign ID
- Bounce Type
Trigger
Polling
Try It
Contact Deleted
Triggers when a contact is deleted.
Trigger
Polling
Try It
- SubaccountRequired
- Group
Trigger
Polling
Try It
- Subaccount IDRequired
- Group I Ds
- Campaign ID
Trigger
Polling
Try It
- Subaccount IDRequired
- Group I Ds
Trigger
Polling
Try It
- Subaccount IDRequired
- Group IDRequired
- Contact IDRequired
Action
Write
- SubaccountRequired
- SourceRequired
- EmailRequired
- GroupsRequired
Action
Write
- Contact ID
Action
Write
- Contact ID
Action
Write
- EmailRequired
Action
Search
- EmailRequired
- SubaccountRequired
- SourceRequired
- EmailRequired
- GroupsRequired
Action
Search or write

About e-shot

e-shot™ is an intuitive marketing automation platform offering intelligent automation & a team that cares. We help your email marketing deliver beyond the click.

Related categories

Email Newsletters

About Microsoft Dynamics 365 CRM

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

Learn more

e-shot + Microsoft Dynamics 365 CRM

Update and save contacts in e-shot when Microsoft Dynamics 365 CRM contacts are updated

New Account

New Contact

New Custom Entity

Updated Case/Incident

Updated Invoice

Updated Lead

Updated Opportunity

Updated Order

Create Account

Create Contact

Create Case/Incident

Create Invoice

Create Opportunity

Update Account

Update Contact

Update Case/Incident

Update Lead

Update Order

Find Account

Find Custom Entity

Find Campaign Response

Find Invoice

Find Opportunity

Find or Create Account

Find or Create Custom Entity

Find or Create Lead

Find or Create Order

Contact Clicked

Contact Displayed

Contact Subscribed to Preference

Contact Unsubscribed From Preference

Delete Contact

Remove an Existing Contact From an Existing Group

Subscribe Contact to Preference

Unsubscribe Contact From Preference

Save Group

Find a Group

Find or Create GroupResource

Updated Account

Updated Contact

New Case/Incident

New Invoice

New Lead

New Opportunity

New Order

Updated Quote

Create Campaign

Create Campaign Response

Create Custom Entity

Create Lead

Create Order

Update Campaign Response

Update Custom Entity

Update Invoice

Update Opportunity

API Request (Beta)

Find Contact

Find Campaign

Find Multiple Leads

Find Lead

Find Order

Find or Create Contact

Find or Create Invoice

Find or Create Opportunity

Contact Bounced

Contact Deleted

New or Updated Contact

Contact Unsubscribed From Email

Contact Unsubscribed From SMS

Add an Existing Contact to an Existing Group

Save Contact

Unsubscribe Contact From Email

Unsubscribe Contact From SMS

Find a Contact

Find or Create ContactResource

About e-shot

Related categories

About Microsoft Dynamics 365 CRM