Microsoft Dynamics 365 CRM + SweetAssist

Create new SweetAssist contacts for your Microsoft Dynamics 365 CRM contacts as they are added

Effortlessly keep your customer data up-to-date with this seamless workflow between Microsoft Dynamics 365 CRM and SweetAssist. When a new contact is added in Microsoft Dynamics 365 CRM, this automation will instantly create a corresponding contact in SweetAssist, ensuring your sales teams have accurate and consistent information across both platforms. Save time and maintain precision in managing your contacts by connecting your CRM with SweetAssist.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerPolling
automatically do this!
Create Contact
Creates a new 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
- Email
- First Name
- Last Name
- Middle Name
- Email 2
- Mobile Phone
- Work Phone
- Home Phone
- Address
- Business Name
- Website
- Business Address
- Notes
Trigger
Instant
Try It
- FIrst NameRequired
- Last NameRequired
- EmailRequired
- Gender
- Telephone
- Nick Name
- Work Email
- Personal Email
- Fax
- Website URL
- DBA name
- Start Date
- Previous Brokerage
- Social Security Number
- Corporation name
- EIN
- Date of Birth
- Drivers License Number
- Have you moved your Real Estate License (YES/NO)
- Real estate license Number
- Expiration Date
- Issue Date
- Real Estate Association
- MLS Id
- Notes
- MLS Office ID
- Mailing Address
- Mailing Address 2
- Zip Code
Action
Write
- EmailRequired
- Zap Name
- First Name
- Last Name
- Middle Name
- Email 2
- Mobile Phone
- Work Phone
- Home Phone
- Address
- Company
- Website
- Business Address
- Notes
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
- Contact TypeRequired
- Updated At
Trigger
Instant
Try It
- Email
- First Name
- Last Name
- Middle Name
- Email 2
- Mobile Phone
- Work Phone
- Home Phone
- Address
- Business Name
- Website
- Business Address
- Notes
Trigger
Instant
Try It
- EmailRequired
- Zap Name
- First Name
- Last Name
- Middle Name
- Email 2
- Mobile Phone
- Work Phone
- Home Phone
- Address
- Company
- Website
- Business Address
- Notes
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

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About SweetAssist

SweetAssist is a complete real estate training centre relationship marketing software and mastermind community.

Related categories

Marketing Automation

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Zapier Interfaces

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

Related Zap Templates

Update Microsoft Dynamics 365 CRM contacts and create corresponding contacts in SweetAssist

Related Zap Templates

Update Microsoft Dynamics 365 CRM contacts and create corresponding contacts in SweetAssist

Microsoft Dynamics 365 CRM + SweetAssist

Create new SweetAssist contacts for your Microsoft Dynamics 365 CRM contacts as they 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

New Leads

Create Agent

Update 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

New Contact Types

New Contact

Create Contact

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

About SweetAssist

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates