Microsoft Dynamics 365 CRM + respond.io

Update respond.io contacts with new Microsoft Dynamics 365 CRM leads

Keep your contact information up to date and improve team communication with this Microsoft Dynamics 365 CRM and respond.io workflow. When a new lead is registered in Microsoft Dynamics 365 CRM, their details will be seamlessly updated as a contact in respond.io, ensuring accurate information is always available for efficient customer interaction and relationship building. Enhance your team's productivity and never miss an opportunity to connect with your leads by integrating these two powerful tools.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Update Contact
Updates Contact Field(s) of a Contact. Leave the contact field empty if you want to remain the existing value.
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 Tag Updated
Triggers when Tag(s) are removed or added on a Contact.
Trigger
Instant
Try It
- Source of the Event
Trigger
Instant
Try It
Contact Lifecycle Updated
Triggers when a contact's lifecycle is updated
Trigger
Instant
Try It
New Contact
Triggers when new Contact is created.
Trigger
Instant
Try It
- Message Type
- Source of the Event
Trigger
Instant
Try It
- NameRequired
- Description
- Color Code
- Emoji
Action
Write
- Identifier TypeRequired
- Contact's First NameRequired
- Contact's Last Name
- Contact's Preferred Language
- Contact's Profile Picture URL
- Contact's Country
Action
Write
- Identifier TypeRequired
- Contact's First Name
- Contact's Last Name
- Contact's Preferred Language
- Contact's Profile Picture URL
- Contact's Country
Action
Write
- NameRequired
Action
Write
- Identifier TypeRequired
- Channel TypeRequired
- Message TypeRequired
Action
Write
- Identifier TypeRequired
- Contact's First Name
- Contact's Last Name
- Contact's Preferred Language
- Contact's Profile Picture URL
- Contact's Country
Action
Write
- Identifier TypeRequired
- Conversation StatusRequired
Action
Write
- Current NameRequired
- Name
- Description
- Color Code
- Emoji
Action
Write
- Optional
Action
Search
- Optional
Action
Search
- Identifier TypeRequired
Action
Search
- Custom Field IDRequired
Action
Search
- User IDRequired
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 Assignee Updated
Triggers when the assignee of a Contact is updated.
Trigger
Instant
Try It
- Contact Field Type
Trigger
Instant
Try It
- Source of the Event
Trigger
Instant
Try It
New Comment
Triggers when a new comment is posted to a conversation.
Trigger
Instant
Try It
- Message Type
Trigger
Instant
Try It
- Identifier TypeRequired
- CommentRequired
Action
Write
- Identifier TypeRequired
- TagsRequired
Action
Write
- NameRequired
- Description
- Slug
- TypeRequired
Action
Write
- Identifier TypeRequired
Action
Write
- Identifier TypeRequired
Action
Write
- Identifier TypeRequired
Action
Write
- Identifier TypeRequired
- Assignment TypeRequired
Action
Write
- Identifier TypeRequired
- Lifecycle Stage NameRequired
Action
Write
- Optional
Action
Search
- Optional
Action
Search
- Identifier TypeRequired
Action
Search
- Identifier TypeRequired
- Message IdRequired
Action
Search
- Search
Action
Search

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

About respond.io

respond.io unifies customer communication across instant messaging, web chat, and email for organizations that market, sell, and support.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Update contacts in respond.io when contacts are updated in Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM + respond.io

Update respond.io contacts with 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 Tag Updated

Conversation Closed

Contact Lifecycle Updated

New Contact

New Outgoing Message

Add Space Tag

Create Contact

Create or Update Contact

Delete Space Tag

Send Message

Update Contact

Open or Close Conversation

Update Space Tag

Get All Closing Notes

Get All Users

Find Contact Channels

Find Custom Field

Find User

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 Assignee Updated

Contact Updated

Conversation Opened

New Comment

New Incoming Message

Add Comment

Add Tags