Gainsight Customer Communities + Microsoft Dynamics 365 CRM

Gainsight Customer Communities + Microsoft Dynamics 365 CRM integrations

Add new Gainsight Customer Communities users to Microsoft Dynamics 365 CRM as contacts

Need to ensure that your sales and customer success teams can keep tabs on people who join the community? With this integration, new Gainsight Customer Communities users who register in the community are created as contacts in Microsoft Dynamics 365 CRM. You’ll have no more blind spots in your CRM, with zero effort.

When this happens...
New UserTriggers when a new user is created.
TriggerInstant
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with Gainsight Customer Communities and Microsoft Dynamics 365 CRM

Discover other triggers and actions you can use with Gainsight Customer Communities and Microsoft Dynamics 365 CRM

New Attendee
Triggers when a new attendee has signed up to an event.
Trigger
Instant
Try It
- Content Type
Trigger
Instant
Try It
New User
Triggers when a new user is created.
Trigger
Instant
Try It
Updated Idea Status
Triggers when an ideation status has changed.
Trigger
Instant
Try It
- User ID
  Required
Action
Write

- Topic ID
  Required
- Topic content type
  Required
- Moderator ID
  Required
- Moderator tag name
  Required
Action
Write
- User ID
  Required
- Points
  Required
Action
Write

- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- ID
  Required
Action
Search
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
Try It
- 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
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  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 Code
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
- Contact ID
- 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

- Content Type
- Category
Trigger
Instant
Try It
- Content Type
- Category
Trigger
Instant
Try It
Reported Post
Triggers when a post is reported.
Trigger
Instant
Try It
Updated Topic Moderator Tags
Triggers when a specified moderator tag is updated.
Trigger
Instant
Try It
- HTTP method
  Required
Action
Write
- User ID
  Required
Action
Write
- User ID
  Required
- Topic ID
  Required
- Topic Content Type
  Required
- Reply Content
  Required
Action
Write
- Moderator Tag
  Required
Action
Search
- SearchBy
  Required
Action
Search
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
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 Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- 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)
Action
Search
- Info
- Info_field_enable
- Company Name
- 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
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

About Gainsight Customer Communities

Gainsight's Customer Communities is a B2B customer success community platform that increases self-service and engagement during crucial phases of the customer journey.

Learn moreLearn moreHelpHelp

Related categories

Customer Support

About Microsoft Dynamics 365 CRM

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Microsoft

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