Microsoft Dynamics 365 CRM + Pointagram

Create players in Pointagram for new leads in Microsoft Dynamics 365 CRM

Efficiently manage new leads from Microsoft Dynamics 365 CRM by automatically adding them as players in Pointagram. This workflow ensures that your sales team members are easily enrolled in gamification programs, boosting their motivation and engagement. Keep track of your team's performance and streamline lead cultivation with this seamless integration.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Create Player
Creates a new player.
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
List Teams
Polling webhook for teams in Pointagram. Triggers when a team is created in Pointagram.
Trigger
Polling
Try It
Test Connection
Endpoint to verify connection to Pointagram.
Trigger
Polling
Try It
- Player NameRequired
- Player Email
- External Reference
- Send Invite
Action
Write
- Team IdRequired
- Player IdRequired
Action
Write
- PlayerRequired
- Name
- Email
- External Ref
Action
Write
- Score Series NameRequired
Action
Search
- Team Id
- Team External Reference
- Team Name
Action
Search
- Player IdRequired
Action
Search
- Team Id
- Team External Reference
- Team Name
- Team nameRequired
- Icon
- External Reference
- Do not use for data filtering
Action
Search or 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
List Players
Polling webhook for players. Triggers when players are created in Pointagram.
Trigger
Polling
Try It
- PlayerRequired
- Status
Trigger
Polling
Try It
- Score SeriesRequired
- Player IdRequired
- Score
- Point Type
- External Score Reference
- Tags
- Add unrecognized tags
- Score Time
- Comment
Action
Write
- Team nameRequired
- Icon
- External Reference
- Do not use for data filtering
Action
Write
- PlayerRequired
Action
Write
- Search By
- Search ValueRequired
Action
Search
- Score Series IdRequired
- Point Type NameRequired
Action
Search
- Team IdRequired
- Player IdRequired
Action
Search
- Search By
- Search ValueRequired
- Player NameRequired
- Player Email
- External Reference
- Send Invite
Action
Search or 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

Related categories

Similar apps

About Pointagram

Pointagram is a gamification tool that boosts engagement by rewarding team and individual achievements with points, badges, leaderboards, and rewards.

Related categories

Dashboards

Related Zap Templates

Update Pointagram players when Microsoft Dynamics 365 CRM contacts are updated

Create Pointagram players from new Microsoft Dynamics 365 CRM contacts

Microsoft Dynamics 365 CRM + Pointagram

Create players in Pointagram for new leads 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

List Teams

Test Connection

Create Player

Add Player to Team

Update Player Data

Find Score Series

Find Team

Get Player

Find or Create Team

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

List Players

Reward Store Purchase

Add Points

Create Team

Get Reward Store

Find Player

Find Score Series Point Type

Find Team Player

Find or Create Player

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

About Pointagram