Harpoon + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM contacts to Harpoon as contacts

Effortlessly maintain your client database across platforms with this seamless workflow between Microsoft Dynamics 365 CRM and Harpoon. When a new contact is added in Microsoft Dynamics 365 CRM, their information will be used to create a contact in Harpoon. With this automation, you can stay organized and ensure your data is current in both of your preferred apps, saving you time and effort.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerPolling
automatically do this!
Create Contact
Creates a new 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
- Team
Trigger
Polling
Try It
- TeamRequired
Trigger
Polling
Try It
- Team
Trigger
Polling
Try It
- Team
Trigger
Polling
Try It
- TeamRequired
- Client in TeamRequired
- First NameRequired
- Last Name
- EmailRequired
- Phone
Action
Write
- TeamRequired
- Category NameRequired
Action
Write
- TeamRequired
- Project in Team
- Task
- Description
- HoursRequired
- DateRequired
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 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
- Team
Trigger
Polling
Try It
- Team
Trigger
Polling
Try It
- Team
Trigger
Polling
Try It
- Team
Trigger
Polling
Try It
- TeamRequired
- Company NameRequired
- Address
- Source
- Contact First NameRequired
- Contact Last Name
- Contact Email AddressRequired
- Contact Phone #
Action
Write
- TeamRequired
- Project in Team
- Category
- AmountRequired
- VendorRequired
- Description
- DateRequired
Action
Write
- TeamRequired
- Client in TeamRequired
- Project NameRequired
- Start
- End
- Hours Budgeted
- Status
Action
Write

About Harpoon

Harpoon is a financial planning, scheduling, time-tracking, invoicing, and budgeting platform for professional freelancers, studios, and agencies.

Related categories

Time Tracking Software

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

Related Zap Templates

Create Harpoon contacts from new Microsoft Dynamics 365 CRM leads

Related Zap Templates

Create Harpoon contacts from new Microsoft Dynamics 365 CRM leads

Harpoon + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM contacts to Harpoon as contacts

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

New Contact

New Expense Category

New Project

New Time Entry

Create Contact

Create Expense Category

Create Time Entry

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

New Client

New Expense

New Payment

New Task Category

Create Client

Create Expense

Create Project

About Harpoon

Related categories

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

Related Zap Templates

Related Zap Templates