Microsoft Dynamics 365 CRM + Spinify

Create or update Spinify leads from new Microsoft Dynamics 365 CRM contacts

Effortlessly manage your leads with this seamless workflow between Microsoft Dynamics 365 CRM and Spinify. Whenever you add a new contact in Dynamics 365 CRM, this automation will create or update a lead in Spinify, ensuring your sales team is always equipped with the latest information. Stay organized and boost your sales productivity with this time-saving solution.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerPolling
automatically do this!
Create or Update Lead
Add a new Lead record to Spinify or update particular values of an existing record - note the ObjectId should match the initial request to update the value.
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
- Object IDRequired
- Name
- OwnerRequired
- Last UpdatedRequired
- Is ClosedRequired
- Type
- Case Number
- Origin
- Reason
- Contact Email
- Contact Mobile
- Contact Phone
- Is Escalated
- Is Closed on Create
- Priority
- Subject
- Web Company
- Web Email
- Web Phone
- Web Name
- Closed Date
- Created Date
- Status
- Record URL
- Record Type
Action
Write
- Object IDRequired
- NameRequired
- OwnerRequired
- TypeRequired
- From Address
- Has Attachment
- Is Incoming
- Case ID
- To Address
- CC Address
- Activity Date
- StatusRequired
- Related Deal
- Last UpdatedRequired
- Record URL
- Record Type
- Is Closed
Action
Write
- Object IDRequired
- NameRequired
- OwnerRequired
- TypeRequired
- Is Closed
- Activity Date
- StatusRequired
- Related Deal
- Last UpdatedRequired
- Record URL
- Record Type
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
- Object IDRequired
- NameRequired
- OwnerRequired
- TypeRequired
- Activity Date
- StatusRequired
- Duration in Seconds
- Related Deal
- Last UpdatedRequired
- Record URL
- Record Type
- Is Closed
Action
Write
- Object IDRequired
- NameRequired
- OwnerRequired
- Type
- Record URL
- AmountRequired
- Is ClosedRequired
- Is WonRequired
- Sales Stage
- Last UpdatedRequired
- Lead Source
- Last Contacted
- Close Date
- Created
- Probability
- Forecast Category
- Next Step
- Expected Revenue
- Record Type
- Is Private
Action
Write
- Object IDRequired
- NameRequired
- OwnerRequired
- Is QualifiedRequired
- Company
- Qualified Date
- Created DateRequired
- StatusRequired
- Last UpdatedRequired
- Record URL
- Record Type
Action
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 Spinify

Spinify is a leaderboard solution that will engage your staff and provide an uplift in productivity and an improved culture.

Related categories

Team Collaboration

Microsoft Dynamics 365 CRM + Spinify

Create or update Spinify leads from new Microsoft Dynamics 365 CRM contacts

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

Create or Update Case

Create or Update Email

Create or Update Meeting

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

Create or Update Call

Create or Update Deal

Create or Update Lead

About Microsoft Dynamics 365 CRM

Related categories

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About Spinify

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