Sync contact data and automate sales activity in Microsoft Dynamics.Gather leads into Infusionsoft, automate marketing and sales process. Do much more by connecting Infusionsoft and Microsoft Dynamics.
Add a new Lead in Microsoft Dynamics on a New Tag added to Contact in Infusionsoft
Add a new Contact in Microsoft Dynamics on a New Tag added to Contact in Infusionsoft
Add a new Lead in Microsoft Dynamics on a New Contact in Infusionsoft
Add a new Contact in Microsoft Dynamics on a New Contact in Infusionsoft
Add a new Lead in Microsoft Dynamics on a New Note in Infusionsoft
Add a new Contact in Microsoft Dynamics on a New Note in Infusionsoft
Add a new Opportunity in Microsoft Dynamics on a New Opportunity in Infusionsoft
Add a new Opportunity in Microsoft Dynamics on a New Order in Infusionsoft
Looking for something else?
Connect Infusionsoft and Microsoft Dynamics the way you want. Start by selecting the trigger and action events listed here.
Modified Opportunity
Triggers when a Opportunity is modified
New Opportunity
Triggers when a Opportunity is created
New Order
Triggers when a Order is created
New Invoice
Triggers when a new Invoice is created
Contact Modified
Triggers when a contact is modified
New Note
Triggers when a new Note is created
New Company
Triggers when a new company is created in infusionsoft account
New Contact Action
Triggers when a new Contact Action (tasks,appointments or notes) is created
New Contact
Triggers when a new Contact is created
New Product
Triggers when a new Product is created
Company Modified
Triggers when a company is modified
New Tag added to Contact
Triggers when a new Tag is added to a Contact
New Task
Triggers when a new Task is created
Opportunity Stage Changed
Triggers when an Opportunity enters a specified stage
New Payment
Triggers when a new Payment is created
New Subscription
Triggers when a new subscription is created
New Invoice Line Item
Triggers when there is a Invoice, for each line item. If there is an invoice with 5 line items, the Bot will run 5 times, each time with details of one line item.
New Contact
Triggers when a new Contact is added
New Lead
Triggers when a new Lead is added
New Account
Triggers when a new Account is added
New Opportunity
Triggers when a new Opportunity is added
Add a new Lead
Add a new Lead
Add a new Contact
Add a new Contact
Add a new Account
Add a new Account
Add a new Opportunity
Add a new Opportunity
Search Accounts
Search an Account using ID or Email or Name
Search Opportunities
Search Opportunity using ID or Email or Topic
Search Leads
Search Lead using ID or Email or Full Name
Search Contacts
Search Contact using ID or Email or Full Name
Search System Users
Search System User using ID or User Name
Search Campaign Responses
Search a Campaign Response using ID or Subject
Search Campaigns
Search Campaign using ID or Name
Search Business Units
Search a Business Unit using ID or Name
Search Contracting Units
Search a Contracting Unit using ID or Name
Search Product Price
Search Product Price in list using ID or Name
Search SLAs
Search a SLA using ID or Name
Search Incidents
Search an Incident using ID or Title
Search Tax Codes
Search Tax code using ID or Name
Search Teams
Search a Team using ID or Name
Search Service Territories
Search Service Territory using ID or Name
Search Transaction Currencies
Search Transaction Currency using ID or Code
Search Work Hour Templates
Search a Work Hour Template using ID or Name
Search Work Order Types
Search a Work Order Type using ID or Name
Add Or Update Contact (New)
Create a new contact or update an existing one
Search an Invoice
Searches for invoices based on Contact Id or Invoice Id
Send an Email
Send an Email
Add or Update an Opportunity
Creates a new Opportunity or updates an existing one
Search a Contact
Search for a contact based on Email Address
Search a Tag
Searches for tags based on Tag Id or Tag name
Search a Product
Searches for products based on product Id or name
Add a Company
Creates a new Company
Add or Update a Product
Creates a new Product or updates an existing one
Add an Order
Creates a new Order
Add an Order
Creates a new Order
Add a Note
Creates a new Note
Tag a Contact
Tags a Contact
Send Email From Template
Send email using templates in infusionsoftCreate your custom integration by selecting the Trigger event and Action to be performed.
Forms
Payments
Connect Infusionsoft and Microsoft Dynamics with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.
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