Microsoft Dynamics 365 CRM + SpotMe

Add new Microsoft Dynamics 365 CRM contacts as SpotMe users

Easily streamline your contact management process with this efficient workflow between Microsoft Dynamics 365 CRM and SpotMe. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this automation will create a user in the SpotMe app, saving you time and ensuring a seamless transfer of contact information. Stay organized and focused on building relationships with your contacts, while this workflow handles the user creation tasks for you.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerPolling
automatically do this!
Create User
Creates a new user in a SpotMe workspace
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
- WorkspaceRequired
Trigger
Polling
Try It
- WorkspaceRequired
- FeedRequired
- Title
- BodyRequired
- Image URL
Action
Write
- Workspace
- Photo URL
Action
Write
- WorkspaceRequired
- IDRequired
- Title
- Starts at
- Ends at
- Description
- Session capacity
- Open for registration?
- Speakers
- Parent session
- Targets
Action
Write
- WorkspaceRequired
- ID
- Email
Action
Search

- 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
- WorkspaceRequired
Trigger
Polling
Try It
- WorkspaceRequired
- Trigger only for activated users
Trigger
Polling
Try It
- WorkspaceRequired
- ID
- TitleRequired
- Starts atRequired
- Ends atRequired
- Description
- Session capacity
- Open for registration?
- Speakers
- Parent session
- Targets
Action
Write
- WorkspaceRequired
- User ID
- EmailRequired
- First nameRequired
- Last NameRequired
Action
Write
- WorkspaceRequired
- IDRequired
- Email
- First name
- Last name
Action
Write
- WorkspaceRequired
- User ID
- EmailRequired
- First nameRequired
- Last NameRequired
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

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About SpotMe

From live to on-demand, SpotMe makes it easy to deliver digital experiences and event apps that your audience loves.

Related categories

Event Management

Related Zap Templates

Create SpotMe users from new Microsoft Dynamics 365 CRM leads

Related Zap Templates

Create SpotMe users from new Microsoft Dynamics 365 CRM leads

Microsoft Dynamics 365 CRM + SpotMe

Add new Microsoft Dynamics 365 CRM contacts as SpotMe users

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

New Session

Create Feed Post

Create Speaker

Update Session

Find User

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

New Feed Post

New User

Create Session

Create User

Update User

Find or Create User

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

About SpotMe

Related categories

Related Zap Templates

Related Zap Templates