Docy Child

How to set up Microsoft Dynamics CRM integration?

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Prerequisite

You need a Zapier account first. If you don’t have an account, click here to create a Zapier account.

When you’re ready, let’s get started.

Instruction

Step 1. Log in to your Zapier account. And then click Make a Zap! button.

Step 2. Let’s search and select Microsoft Dynamics CRM as our trigger app. Next, check New Contact as our trigger action. Then click the Save + Continue button.

Step 3. Let’s link your Microsoft Dynamics CRM account.

Select Choose Account. Click the Connect an Account button. Enter your Domain. Then click the Yes, Continue button. Then click the Save + Continue button.

Step 4. Let’s finish up our trigger app setup.

Go back to your Zapier setup page. Then click the Fetch & Continue button. Lastly the Continue button.

Step 5. Let’s set up our Action app.

Search and choose Cellcast. Next select Create Contact as our action. Then click the Save + Continue button.

Step 6. Let’s add your Cellcast account.

Click the Connect an Account button. There should be a popup saying to add or allow your Zapier and Cellcast accounts to be linked together. Type in your Cellcast username and API key.

Click the Test button to check if it was successful. Then click the Save + Continue button.

Step 7. Let’s set up our Create Contact template.

In the Contact List input box, select the contact list that you want the new contacts to be added to (Microsoft Dynamics CRM contacts etc…). Set Firstname, Lastname, Emailaddress1, Telephone1, Mobilephoneetc… to their corresponding fields from Microsoft Dynamics CRM. Then click the Continue button.

Step 8. Let’s finish up everything.

Click the Create & Continue button. Then the Finish button. Lastly, name your Zap, and turn it ON.

We hope this tutorial was helpful!

If you need further assistance, you can reach our customer support team on (03) 8560 7025, get on Livechat, or send us an email at support@cellcast.com.au

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