Integrate CallRail with Microsoft Dynamics 365 CRM to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate CallRail with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from CallRail

A trigger is an event that starts your Zap and runs the workflow. For example, with CallRail, a trigger could be "Phone Call Completed."

A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Dynamics 365 CRM

An action is what takes place after the automation is triggered. For example, with Microsoft Dynamics 365 CRM, the action could be "Create Account."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected CallRail to Microsoft Dynamics 365 CRM

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Triggers and actions are the main components of every automated workflow.

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Set up your first integration

Quickly connect CallRail to Microsoft Dynamics 365 CRM with a Zapier template.

Our most popular template

Create leads in Microsoft Dynamics 365 CRM for new tagged phone calls in CallRail
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CallRail + Microsoft Dynamics 365 CRM

Create leads in Microsoft Dynamics 365 CRM for new tagged phone calls in CallRail

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CallRail + Microsoft Dynamics 365 CRM

Make work flow with AI

Level up your CallRail to Microsoft Dynamics 365 CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about CallRail + Microsoft Dynamics 365 CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with CallRail and Microsoft Dynamics 365 CRM

How do I integrate CallRail with Microsoft Dynamics 365 CRM?

To integrate CallRail with Microsoft Dynamics 365 CRM, you can use our automation platform to set up a workflow. The process involves triggering actions in CRM based on call activities in CallRail, like creating a new contact when a call is received.

What triggers are available for CallRail when integrating with Microsoft Dynamics 365?

Triggers from CallRail that you can use include incoming calls, missed calls, and first-time callers. These triggers help automate corresponding actions in Microsoft Dynamics 365 CRM.

Which actions can be automated in Microsoft Dynamics 365 through integration with CallRail?

You can automate actions such as creating or updating contacts, leads, or notes in Microsoft Dynamics 365 based on specific call activities logged by CallRail.

Do I need technical expertise to set up the integration between CallRail and Microsoft Dynamics 365?

Our platform is designed to be user-friendly and doesn’t require extensive technical knowledge. You simply follow the guided setup process to configure your triggers and actions.

Can I log every call activity from CallRail into Microsoft Dynamics 365 automatically?

Yes, you can configure the integration to automatically log every inbound and outbound call activity from CallRail into Microsoft Dynamics 365 CRM, keeping all your data synchronized.

Is it possible to update existing records in Microsoft Dynamics using data from a call made via CallRail?

Absolutely. You can set up the system so that information from a call updates existing contact or lead records based on criteria you define as part of the action steps.

How do I handle data discrepancies between CallRail and Dynamics 365 during integration?

We recommend setting up custom rules within your workflows that handle exceptions or discrepancies, ensuring both platforms remain synchronized even if minor differences occur.

Connect CallRail and Microsoft Dynamics 365 CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Connect CallRail and Microsoft Dynamics 365 CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Accounts
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It

- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Accounts
  Required
Trigger
Instant
Try It

- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It
New Order
Triggers when a new order is created.
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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
- Campaign_name
  Required
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)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- 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

- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom Entity
  Required
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
- State
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
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 Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State
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)
- 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
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

Learn how to automate CallRail on the Zapier blog

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

About CallRail

CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.

Learn more

Related categories

Call Tracking

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 Help

Related categories

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Pipedrive

CRM (Customer Relationship Management)

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CRM (Customer Relationship Management)

Zapier Interfaces

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

Integrate CallRail with Microsoft Dynamics 365 CRM to automate your work

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Select a trigger from CallRail

Setup an action from Microsoft Dynamics 365 CRM

That’s it! You just connected CallRail to Microsoft Dynamics 365 CRM

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Set up your first integration

Create leads in Microsoft Dynamics 365 CRM for new tagged phone calls in CallRail

Create leads in Microsoft Dynamics 365 CRM for new tagged phone calls in CallRail

Make work flow with AI

Frequently Asked Questions about CallRail + Microsoft Dynamics 365 CRM integrations

Connect CallRail and Microsoft Dynamics 365 CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Connect CallRail and Microsoft Dynamics 365 CRM to unlock the power of automation

Supported triggers and actions

Learn how to automate CallRail on the Zapier blog

6 ways to automate CallRail with Zapier

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

6 ways to automate Microsoft Dynamics 365

Connect CallRail to Microsoft Dynamics 365 CRM on the world's largest no-code automation platform