Force24 + Microsoft Dynamics 365 CRM

Update Force24 contacts when new Microsoft Dynamics 365 CRM leads are added

Stay on top of new leads with this automation workflow between Microsoft Dynamics 365 CRM and Force24. When a new lead is generated in Microsoft Dynamics 365 CRM, the contact information will be updated in Force24. This ensures your marketing efforts are focused on the most recent leads, saving you time and letting you concentrate on nurturing those potential clients.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Update Contact
Updates a contact.
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
- Filter
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Email AddressRequired
- Recreate Erased Contact
- Last Name
- First Name
- Middle Name
- Salutation
- Birth Date
- Company Name
- Job Title
- Address Line 1
- Address Line 2
- Address Line 3
- Post Code
- City
- County
- Country
- Aux1
- Aux2
- Aux3
- Aux4
- Aux5
- Aux6
- Aux7
- Aux8
- Aux9
- Aux10
- EmailSendFilter
- SmsSendFilter
- Phone Number
- Global Status
- Email Status
- Direct Mail Status
- SMS Status
- Aux Date 1
- Aux Date 2
- Aux Date 3
- Aux Date 4
- Aux Date 5
- Aux Date Time 1
- Aux Date Time 2
- Aux Date Time 3
Action
Write
- Id
- Email AddressRequired
- Last Name
- First Name
- Middle Name
- Salutation
- Birth Date
- Company Name
- Job Title
- Phone Number
- Address Line 1
- Address Line 2
- Address Line 3
- Post Code
- City
- Country
- County
- Aux1
- Aux2
- Aux3
- Aux4
- Aux5
- Aux6
- Aux7
- Aux8
- Aux9
- Aux10
- EmailSendFilter
- SmsSendFilter
- Global Status
- Email Status
- Direct Mail Status
- SMS Status
- Aux Date 1
- Aux Date 2
- Aux Date 3
- Aux Date 4
- Aux Date 5
- Aux Date Time 1
- Aux Date Time 2
- Aux Date Time 3
Action
Write
- Field to SearchRequired
- Value to Search ForRequired
- Email AddressRequired
- Recreate Erased Contact
- Last Name
- First Name
- Middle Name
- Salutation
- Birth Date
- Company Name
- Job Title
- Address Line 1
- Address Line 2
- Address Line 3
- Post Code
- City
- County
- Country
- Aux1
- Aux2
- Aux3
- Aux4
- Aux5
- Aux6
- Aux7
- Aux8
- Aux9
- Aux10
- EmailSendFilter
- SmsSendFilter
- Phone Number
- Global Status
- Email Status
- Direct Mail Status
- SMS Status
- Aux Date 1
- Aux Date 2
- Aux Date 3
- Aux Date 4
- Aux Date 5
- Aux Date Time 1
- Aux Date Time 2
- Aux Date Time 3
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
- Marketing List Guid
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Marketing List IDRequired
- ContactIDRequired
Action
Write
- Marketing List IDRequired
- Contact IDRequired
Action
Write
- Field to SearchRequired
- Value to Search ForRequired
Action
Search

About Force24

Force24 is a UK-based provider of enterprise-level marketing automation. We help to move prospects through their lifecycle, automating their journey. It means speaking to the right person, at the right time, using the right marketing channel.

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Update Force24 contacts when new Microsoft Dynamics 365 CRM contacts are added

Update Force24 contacts when Microsoft Dynamics 365 CRM contacts are updated

Add new Microsoft Dynamics 365 CRM contacts to Force24 marketing lists

Force24 + Microsoft Dynamics 365 CRM

Update Force24 contacts when new Microsoft Dynamics 365 CRM leads are added

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

Contact Removed From Marketing List

Updated Contact

Create Contact

Update Contact

Find or Create a Contact

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

Contact Added to Marketing List

New Contact

Add Contact to Marketing List

Remove Contact From Marketing List

Find or Create a Contact

About Force24

Related categories

Similar apps

Zapier Interfaces

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

Related Zap Templates

Related Zap Templates