Microsoft Dynamics 365 CRM + Upscale

Update Upscale prospects when contacts change in Microsoft Dynamics 365 CRM

Keep your sales pipeline up-to-date with this seamless workflow between Microsoft Dynamics 365 CRM and Upscale. When a contact is updated in Microsoft Dynamics 365 CRM, their information is instantly saved as a prospect in Upscale, ensuring that your prospect list stays current and organized without any manual effort. Stay efficient by automating this process and focusing on closing deals.

When this happens...
Updated Contact
Triggers when a contact is updated.
TriggerPolling
automatically do this!
Save Prospect
Create or Update a Prospect in Upscale
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
Account Updated
Triggers when an Account is updated.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an Opportunity is updated.
Trigger
Instant
Try It
Prospect Opted Out
Triggers when a prospect opts out from all types of communication.
Trigger
Instant
Try It
Prospect Updated
Triggers when a prospect is updated in Upscale.
Trigger
Instant
Try It
- Update By
- Id
- NameRequired
- Account
- Prospects
- Opportunity StageRequired
- Tags
- Amount Currency
- Amount Value
- Close Date
- Probability
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
Account Created
Triggers when a new Account is created.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new Opportunity is created.
Trigger
Instant
Try It
Prospect Created
Triggers when a new prospect is created in Upscale.
Trigger
Instant
Try It
Prospect Unsubscribed
Triggers when a prospect unsubscribes from email communication.
Trigger
Instant
Try It
- Update ByRequired
- NameRequired
- Account Domain
- Tags
- Prospect Emails
Action
Write
- Prospect EmailRequired
- First Name
- Last Name
- Personal Email
- Work Phone
- Personal Phone
- Country
- Organisation
- Job Title
- LinkedIn URL
- Website URL
- Prospect StageRequired
- TimeZone (IANA)
- Tags
Action
Write

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

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About Upscale

Upscale is a sales engagement platform that helps SDRs maintain pipeline consistency & crush revenue goals faster with structured outreach.

Related categories

Sales & CRM

Related Zap Templates

Create Upscale prospects from new Microsoft Dynamics 365 CRM contacts

Related Zap Templates

Create Upscale prospects from new Microsoft Dynamics 365 CRM contacts

Microsoft Dynamics 365 CRM + Upscale

Update Upscale prospects when contacts change in Microsoft Dynamics 365 CRM

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

Account Updated

Opportunity Updated

Prospect Opted Out

Prospect Updated

Save Opportunity

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

Account Created

Opportunity Created

Prospect Created

Prospect Unsubscribed

Save Account

Save Prospect

About Microsoft Dynamics 365 CRM

Related categories

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Insightly

Zapier Interfaces

About Upscale

Related categories

Related Zap Templates

Related Zap Templates