Microsoft Dynamics 365 CRM + Pipeline CRM
Update companies in Pipeline CRM when contacts are updated in Microsoft Dynamics 365 CRM
Keep your CRM data clean and consistent with this workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation ensures the company information is also updated in Pipeline CRM. Save time and maintain accurate records across platforms without manual intervention.
Keep your CRM data clean and consistent with this workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation ensures the company information is also updated in Pipeline CRM. Save time and maintain accurate records across platforms without manual intervention.
- When this happens...
Updated ContactTriggers when a contact is updated.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Update CompanyUpdates an existing company in your PipelineDeals account.
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInfo
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Owner
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Case/IncidentRequired
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPerson ID
Category
Deal ID
Company ID
Content
User ID
File URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
All Day?
Due Date
Association Type
Association ID
Category
Owner ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Expected Close Date
Company Name
Primary Contact ID
Status
Value
Stage
Source
Summary
User ID
Address 1
Address 2
City
State
Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Name
Phone
Website
Email
Address 1
Address 2
City
State
Postal Code
Country
Description
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
First Name
Mobile
Last Name
Phone
Position
Website
Email
Company
Type
Work Address 1
Work Address 2
Work City
Work State
Work Postal Code
Work Country
Home Address 1
Home Address 2
Home City
Home State
Home Postal Code
Home Country
Status
Source
Summary
Image URL
Facebook URL
LinkedIn URL
Twitter Username
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Primary Contact Email Address
Id
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Id
Phone
Website
Email
Address 1
Address 2
City
State
Postal Code
Country
Description
Created By User ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundEmail
Full Name
Id
Phone Numbers
First Name
Check for Duplicates?
Mobile
Last Name
Phone
Position
Website
Company
Type
Work Address 1
Work Address 2
Work City
Work State
Work Postal Code
Work Country
Home Address 1
Home Address 2
Home City
Home State
Home Postal Code
Home Country
Status
Source
Summary
Image URL
Facebook URL
LinkedIn URL
Twitter Username
User ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOwner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Custom Entity ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Company
Triggers when a new company is created in your PipelineDeals account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Description
All Day?
Association Type
Association ID
Start Time
End Time
Category
Owner ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Phone
Website
Email
Address 1
Address 2
City
State
Postal Code
Country
Description
Created By User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Check for Duplicates?
Mobile
Last Name
Phone
Position
Website
Email
Company
Type
Work Address 1
Work Address 2
Work City
Work State
Work Postal Code
Work Country
Home Address 1
Home Address 2
Home City
Home State
Home Postal Code
Home Country
Status
Source
Summary
Image URL
Facebook URL
LinkedIn URL
Twitter Username
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Expected Close Date
Name
Company Name
Primary Contact ID
Status
Value
Stage
Source
Summary
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Id
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail
Full Name
Id
Phone Numbers
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Primary Contact Email Address
Id
Expected Close Date
Company Name
Primary Contact ID
Status
Value
Stage
Source
Summary
User ID
Address 1
Address 2
City
State
Postal Code
Country
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Microsoft Dynamics 365 CRM
Related categories
About Pipeline CRM
Related categories
Related Zap Templates
- Create deals in Pipeline CRM for new leads in Microsoft Dynamics 365 CRM
- Create new persons in Pipeline CRM when new contacts are added in Microsoft Dynamics 365 CRM
- Update Pipeline CRM persons when Microsoft Dynamics 365 CRM contacts are updated
- Update companies in Pipeline CRM when new leads are added in Microsoft Dynamics 365 CRM
- Create deals in Pipeline CRM for new contacts in Microsoft Dynamics 365 CRM