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

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Set up your first integration

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

Our most popular template

Create Microsoft Dynamics 365 CRM contacts from new raffle winners in RallyUp
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RallyUp + Microsoft Dynamics 365 CRM
Create Microsoft Dynamics 365 CRM contacts from new Rally Up sweepstakes winners
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RallyUp + Microsoft Dynamics 365 CRM
Add new RallyUp donors as Microsoft Dynamics 365 CRM contacts
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RallyUp + Microsoft Dynamics 365 CRM

Create Microsoft Dynamics 365 CRM contacts from new raffle winners in RallyUp

RallyUp + Microsoft Dynamics 365 CRM

Create Microsoft Dynamics 365 CRM contacts from new Rally Up sweepstakes winners

RallyUp + Microsoft Dynamics 365 CRM

Add new RallyUp donors as Microsoft Dynamics 365 CRM contacts

RallyUp + Microsoft Dynamics 365 CRM

How Zapier works

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

Select a trigger from RallyUp

A trigger is an event that starts your Zap and runs the workflow. For example, with RallyUp, a trigger could be "Activity Results Added."

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 RallyUp to Microsoft Dynamics 365 CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

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

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your RallyUp 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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Connect RallyUp 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.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

Activity Results Added
Triggers when Activity Results are added to any of an Organization’s campaigns.
Trigger
Polling
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Auction Bid Submitted
Triggers when a transaction is made containing auction bids.
Trigger
Polling
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Campaign Ends
Triggers when a campaign’s status changes to Ended, Completed, or Processing.
Trigger
Polling
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Event Ticket Purchased
Triggers when a transaction is made that includes Event tickets.
Trigger
Polling
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Live Stream Started
Triggers when a live stream is started on any of an organization’s campaigns.
Trigger
Instant
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Participant Added to Campaign
Triggers when Participants (Team Members) are added to any of an Organization’s campaigns.
Trigger
Polling
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Raffle Entry Purchased
Triggers when a Transaction is made that contains Raffle Tickets.
Trigger
Polling
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Recurring Donation Made
Triggers when a recurring payment is made on a Campaign, which includes the first recurrence as well as any subsequent recurrences.
Trigger
Polling
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Sweepstakes Entry Purchased
Triggers when a Transaction is made that contains Sweepstakes Entries.
Trigger
Polling
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Team Added to a Campaign
Triggers when Teams are added to any of an Organization’s Campaigns.
Trigger
Polling
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Update Posted on Campaign
Triggers when an update is posted on one of the Organization’s Campaigns.
Trigger
Polling
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- Info
Trigger
Polling
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- Info
Trigger
Polling
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Polling
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
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New Order
Triggers when a new order is created.
Trigger
Polling
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- Info
Trigger
Polling
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- 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
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- 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

A-Thon Pledge Submitted
Triggers when a Transaction is made that contains A-Thon Pledges (per-unit or flat donation).
Trigger
Polling
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Auction Winners Determined
Triggers when the winner’s list is completely populated on any auction in the organization’s account. In other words, when the auction is finished processing and the winner’s list is totally populated.
Trigger
Polling
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Crowdfunding Perk Purchased
Triggers when a transaction is made that contains Crowdfunding Perks.
Trigger
Polling
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Live Stream Ended
Triggers when a live stream is ended on any of an organization’s campaigns.
Trigger
Instant
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Donor Question Submitted via Contact Organizer
Triggers when Someone submits a question via the “Contact Organizer” function on the Campaign Page.
Trigger
Polling
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Pre-Registration Submitted
Triggers when a Pre-registration submitted
Trigger
Polling
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Raffle Winners Determined
Triggers when the winner drawing process is completed on any raffle under this organization’s account.
Trigger
Polling
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Sale Item Purchased
Triggers when a transaction is made that contains sale items.
Trigger
Polling
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Sweepstakes Winners Determined
Triggers when the winner drawing process is completed on any sweepstakes under this organization’s account.
Trigger
Polling
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Transaction Made
Triggers when a new transaction is submitted on your Campaign, whether through Checkout or through Campaign Management.
Trigger
Polling
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New Account
Triggers when a new account is created.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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- Custom Entity
  Required
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 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 Microsoft Dynamics 365 CRM on the Zapier blog

About RallyUp

RallyUp.com provides nonprofit organizations with their own branded platform for launching amazing virtual fundraising experiences.

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About Microsoft Dynamics 365 CRM

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

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CRM (Customer Relationship Management)Microsoft

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