Microsoft Dynamics 365 CRM + Spotio
Update Spotio records when Microsoft Dynamics 365 CRM contacts are updated
Keep your sales process seamless by connecting Microsoft Dynamics 365 CRM and Spotio. With this workflow, whenever a contact is updated in Dynamics 365 CRM, a new record will be created in Spotio, ensuring your sales team has the most up-to-date information at their fingertips. Spend less time on manual data entry and focus on closing those deals!
Keep your sales process seamless by connecting Microsoft Dynamics 365 CRM and Spotio. With this workflow, whenever a contact is updated in Dynamics 365 CRM, a new record will be created in Spotio, ensuring your sales team has the most up-to-date information at their fingertips. Spend less time on manual data entry and focus on closing those deals!
- 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!
Create RecordCreate a new dataObject
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 found
Activity Created or Updated
Triggers when activity event (for example Visit, Call, Email) is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment Created
Triggers when appointment for lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Record Created
Triggers when record is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Record Stage Changed
Triggers when record stage changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Created
Triggers when note for record is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Activity
Create Activity in Spotio
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Appointment
Create Appointment in Spotio
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Image
Create image.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutoplayRequired
Contact IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Record
Update existing dataObject
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataObject TypeRequired
DataObject FieldRequired
Search valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appActivityIdRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDataObject TypeRequired
DataObject FieldRequired
Search valueRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAddressRequired
Address Unit
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearchQueryRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundEmailRequired
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 foundActivity Created
Triggers when activity event (for example Visit, Call, Email) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Updated
Triggers when activity event (for example Visit, Call, Email) is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document Added to Record
Triggers when document is added to record.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Record Created or Updated
Triggers when record is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Record Updated
Triggers when record is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Spotio UsernameRequired
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Activity Note
Create Activity Note in Spotio
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Record
Create a new dataObject
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutoplayRequired
Contact IdRequired
Allow enrolling with partial informationRequired
Allow enrolling already enrolled contactsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Activity
Update Activity in Spotio
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appActivityIdRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch valueRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearchQueryRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFieldNameRequired
FieldValueRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundExternalLeadIdRequired
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
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