Elevated CRM + Microsoft Dynamics 365 CRM

Create or update Elevated CRM contacts from new Microsoft Dynamics 365 CRM leads

Effortlessly keep your Microsoft Dynamics 365 CRM and Elevated CRM contacts in sync with this handy automation. When a new lead is added in your Microsoft Dynamics 365 CRM, this workflow will create or update the corresponding contact in Elevated CRM using their email. Streamline your sales process and ensure up-to-date contact information across both platforms.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Create or Update Contact by Email
Create Or Update A Contact By Email. When updating, if we find several contacts, we will only update the most recently created contact.
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
Contact Updated
A contact is updated in Elevated.
Trigger
Instant
Try It
- Phone To Search ByRequired
- IdRequired
- Photo Url
- Contact Group Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- Job Title
- Department
- Company
- Industry
- Contact Type
- Salutation
- Note
- Is A Lead
- Lead Source
- Lead Referral
- Lead Type
- Lead Priority
- Lead Status
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Custom 6
- Custom 7
- Custom 8
- Custom 9
- Custom 10
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Personal
- Work
- Other
- Home
- Work
- Mobile
- Other
- Birthday
- Anniversary
- Purchase Anniversary
- Sold Date
- Other
- Skype
- Live
- iCloud
- Other
- Spouse
- Partner
- Other
- Parent
- Son
- Daughter
- Brother
- Sister
- Sibling
- Buyer Agent
- Listing Agent
- Escrow Office
- Appraiser
- Inspector
- Facebook
- Twitter
- Instagram
- Linked In
- You Tube
- Zillow
- Houzz
- Other
- Personal
- Work
- Other
Action
Write
- Phone To Search ByRequired
Action
Write
- Id To Search ByRequired
- Photo Url
- Contact Group Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- Job Title
- Department
- Company
- Industry
- Contact Type
- Salutation
- Note
- Lead Source
- Lead Referral
- Lead Type
- Lead Priority
- Lead Status
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Custom 6
- Custom 7
- Custom 8
- Custom 9
- Custom 10
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Personal
- Work
- Other
- Home
- Work
- Mobile
- Other
- Birthday
- Anniversary
- Purchase Anniversary
- Sold Date
- Other
- Skype
- Live
- iCloud
- Other
- Spouse
- Partner
- Other
- Parent
- Son
- Daughter
- Brother
- Sister
- Sibling
- Buyer Agent
- Listing Agent
- Escrow Office
- Appraiser
- Inspector
- Facebook
- Twitter
- Instagram
- Linked In
- You Tube
- Zillow
- Houzz
- Other
- Personal
- Work
- Other
Action
Write
- Phone To Search ByRequired
Action
Search

- 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
Contact Created
Triggers when a contact is created in Elevated Network.
Trigger
Instant
Try It
- Email To Search ByRequired
- IdRequired
- Photo Url
- Contact Group Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- Job Title
- Department
- Company
- Industry
- Contact Type
- Salutation
- Note
- Is A Lead
- Lead Source
- Lead Referral
- Lead Type
- Lead Priority
- Lead Status
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Custom 6
- Custom 7
- Custom 8
- Custom 9
- Custom 10
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Personal
- Work
- Other
- Home
- Work
- Mobile
- Other
- Birthday
- Anniversary
- Purchase Anniversary
- Sold Date
- Other
- Skype
- Live
- iCloud
- Other
- Spouse
- Partner
- Other
- Parent
- Son
- Daughter
- Brother
- Sister
- Sibling
- Buyer Agent
- Listing Agent
- Escrow Office
- Appraiser
- Inspector
- Facebook
- Twitter
- Instagram
- LInked In
- You Tube
- Zillow
- Houzz
- Other
- Personal
- Work
- Other
Action
Write
- Email To Search ByRequired
Action
Write
- Id To Search ByRequired
Action
Write
- Email To Search ByRequired
Action
Search

About Elevated CRM

Elevated CRM is a contact management tool that manages your contacts presence on the internet.

Related categories

Contact 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 more

Related categories

Similar apps

Elevated CRM + Microsoft Dynamics 365 CRM

Create or update Elevated CRM contacts from new Microsoft Dynamics 365 CRM leads

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 Updated

Create or Update Contact by Phone

Delete Contacts by Phone

Update Contact by Id

Find Contacts by Phone

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 Created

Create or Update Contact by Email

Delete Contacts by Email

Delete Contact by Id

Find Contacts by Email

About Elevated CRM

Related categories

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

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Insightly

Zapier Interfaces