Microsoft Dynamics 365 CRM + Simplesat

Update Microsoft Dynamics CRM contacts with new Simplesat rating details

Keep your contacts in Microsoft Dynamics CRM updated with their latest Simplesat rating details. You can also add a note to the contact, or update custom fields.

Keep your contacts in Microsoft Dynamics CRM updated with their latest Simplesat rating details. You can also add a note to the contact, or update custom fields.

  1. When this happens...
    SimplesatSimplesat
    New Feedback

    Triggers when new feedback is received.

    TriggerInstant
  2. automatically do this...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Find Contact

    Finds a contact by email address or other searchable field.

    ActionSearch
  3. then do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Update Contact

    Updates a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Simplesat triggers, actions, and search

    New Feedback

    Triggers when new feedback is received.

    Trigger
    Instant
    Try It
    • Survey API endpointRequired

    • Customer name

    • Customer emailRequired

    • Customer company

    • Team member ID

    • Team member name

    • Team member email

    • Ticket ID

    • Ticket subject

    Action
    Write
    • IdRequired

    Action
    Search
    • IdRequired

    Action
    Search
    • external_id

    • Name

    • EmailRequired

    • Company

    • Custom attributes

    • Tags

    Action
    Write
    • external_id

    • Name

    • EmailRequired

    • Custom attributes

    Action
    Write
    • IdRequired

    Action
    Search
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

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

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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simplesat logo
simplesat logo

About Simplesat

Simplesat is a survey tool that makes it easy for any business to collect, analyze and publish customer feedback.
Learn moreHelp

Related categories

  • Forms & Surveys

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