Aloware + Microsoft Dynamics 365 CRM

Create or update Aloware contacts when new leads are added in Microsoft Dynamics 365 CRM

Easily manage your leads and streamline your contact process by connecting Microsoft Dynamics 365 CRM to Aloware. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, it will create or update the contact information in Aloware, saving precious time and ensuring that your contacts are always up-to-date. Stay organized and improve communication between your sales team and potential clients.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Create/Update Contact
Creates/Updates a contact on your Aloware 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
Communication Disposed
Triggers when a communication is disposed in Aloware.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in Aloware.
Trigger
Instant
Try It
Contact Updated
Triggers when a contact is updated in Aloware.
Trigger
Instant
Try It
Voicemail Saved
Triggers when a voicemail is saved in Aloware.
Trigger
Instant
Try It
- Phone NumberRequired
- SequenceRequired
- Force enroll?Required
Action
Write
- Phone NumberRequired
Action
Write
- LineRequired
- Send as (agent attribution)Required
- ToRequired
- MessageRequired
- Media URL (.gif, .png, .jpg)
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
Call Disposed
Triggers when a call is disposed in Aloware.
Trigger
Instant
Try It
Communication Initiated
Triggers when a communication is initiated in Aloware.
Trigger
Instant
Try It
Contact Disposed
Triggers when a contact's disposition status has changed in Aloware.
Trigger
Instant
Try It
Recording Saved
Triggers when a voicemail is saved in Aloware.
Trigger
Instant
Try It
- Full Name
- First Name
- Last Name
- Company name
- Phone NumberRequired
- Email Address
- Date Of Birth
- Time Zone
- City
- State
- Zip Code
- Country
- Lead Source
- Address
- Website
- Notes
- CSF1
- CSF2
- User
- User Email Address
- Distribute to Ring Group?
- Ring Group
- Check available users
- Add To PowerDialer
- Position in PowerDialer
- Sequence
- Force enroll?
- Force update?
- Line
- Tag
- Disposition Status
Action
Write
- LineRequired
- Send as (agent attribution)Required
- Agent Phone NumberRequired
- Contact Phone NumberRequired
Action
Write
- LineRequired
- ToRequired
- Audio URLRequired
Action
Write

About Aloware

Aloware is a Cloud-based contact center software that offers call, text, and workflow automation and is fit for any team.

Learn more

Related categories

Phone & SMS

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

Add new Microsoft Dynamics 365 CRM contacts to Aloware sequences

Send sms to new Microsoft Dynamics 365 CRM contacts via Aloware

Aloware + Microsoft Dynamics 365 CRM

Create or update Aloware contacts when new leads are added 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

Communication Disposed

Contact Created

Contact Updated

Voicemail Saved

Enroll Contact to Sequence

Number Lookup

Send SMS

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

Call Disposed

Communication Initiated

Contact Disposed

Recording Saved

Create/Update Contact

Establish Two-Legged Call

Send RVM

About Aloware

Related categories

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

Related Zap Templates

Related Zap Templates