Salesflare Salesflare Integrations

Microsoft Dynamics 365 CRM and Salesflare

CRM (Customer Relationship Management)Microsoft microsoft.com ↗

How to connect Microsoft Dynamics 365 CRM

What you can automate

  • When new Account in Microsoft Dynamics 365 CRM, find or create account in Salesflare.
  • When updated Account in Microsoft Dynamics 365 CRM, find or create account in Salesflare.
  • When new Contact in Microsoft Dynamics 365 CRM, find or create contact in Salesflare.
  • When updated Contact in Microsoft Dynamics 365 CRM, find or create contact in Salesflare.
  • When new Invoice in Microsoft Dynamics 365 CRM, create opportunity, then find or create contact in Salesflare.
  • When updated Invoice in Microsoft Dynamics 365 CRM, create opportunity, then find or create contact in Salesflare.

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Microsoft Dynamics 365 CRM operations on Zapier

Triggers (16)

Start a workflow when this happens

  • New Account — Triggers when a new account is created.
  • New Case/Incident — Triggers when a new case/incident is created.
  • New Contact — Triggers when a new contact is created.
  • New Custom Entity — Triggers when a new custom entity is created.
  • New Invoice — Triggers when a new invoice is created.
Show 11 more triggers
  • New Lead — Triggers when a new lead is created.
  • New Opportunity — Triggers when a new opportunity is created.
  • New Order — Triggers when a new order is created.
  • Updated Account — Triggers when an account is updated.
  • Updated Case/Incident — Triggers when a case/incident has been updated.
  • Updated Contact — Triggers when a contact is updated.
  • Updated Invoice — Triggers when an invoice is updated.
  • Updated Lead — Triggers when a lead has been updated.
  • Updated Opportunity — Triggers when an opportunity has been updated.
  • Updated Order — Triggers when an order is updated.
  • Updated Quote — Triggers when a quote is updated.

Actions (27)

Things Salesflare can make it do

  • API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
  • Create Account — Creates a new account.
  • Create Campaign — Creates a new campaign.
  • Create Campaign Response — Creates a new campaign response.
  • Create Case/Incident — Creates a new case/incident.
Show 22 more actions
  • Create Contact — Creates a new contact.
  • Create Custom Entity — Creates a new custom entity.
  • Create Invoice — Creates a new invoice.
  • Create Lead — Creates a new lead.
  • Create Opportunity — Creates a new opportunity.
  • Create Order — Creates a new order.
  • Find or Create Account — Finds an account by name.
  • Find or Create Contact — Finds a contact by email address or other searchable field.
  • Find or Create Custom Entity — Finds a custom entity give.
  • Find or Create Invoice — Finds a invoice by email address or other searchable field.
  • Find or Create Lead — Finds a lead by email address or other searchable field.
  • Find or Create Opportunity — Finds an opportunity by subject or other searchable field.
  • Find or Create Order — Finds an order by email address or other searchable field.
  • Update Account — Updates an account.
  • Update Campaign Response — Updates an existing campaign response.
  • Update Case/Incident — Updates a Case/Incident.
  • Update Contact — Updates a contact.
  • Update Custom Entity — Updates a custom entity.
  • Update Invoice — Updates an invoice.
  • Update Lead — Updates a lead.
  • Update Opportunity — Updates an opportunity.
  • Update Order — Updates a order.

Searches (10)

Look up existing records

  • Find Account — Finds an account by name.
  • Find Campaign — Finds a campaign by name.
  • Find Campaign Response — Finds a campaign response.
  • Find Contact — Finds a contact by email address or other searchable field.
  • Find Custom Entity — Finds a custom entity give.
Show 5 more searches
  • Find Invoice — Finds a invoice by email address or other searchable field.
  • Find Lead — Finds a lead by email address or other searchable field.
  • Find Multiple Leads — Finds all leads that match the search criteria.
  • Find Opportunity — Finds an opportunity by subject or other searchable field.
  • Find Order — Finds an order by email address or other searchable field.

Microsoft Dynamics 365 CRM operations on Make

Triggers (1)

Start a workflow when this happens

  • Watch Records — Triggers when a new record has been created.

Actions (5)

Things Salesflare can make it do

  • Create a Record — Creates a new record.
  • Delete a Record — Deletes an existing record.
  • Get a Record — Retrieves an existing record.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Update a Record — Updates an existing record.

Searches (1)

Look up existing records

  • Search Records — Searches for records or lists them all.

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