Skip to content
  • Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo
  • Microsoft Teams logoMicrosoft Teams logo
  • Snappy Gifts logoSnappy Gifts logo
  • Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo
  • Microsoft Teams logoMicrosoft Teams logo
  • Snappy Gifts logoSnappy Gifts logo

Microsoft Dynamics 365 CRM + Microsoft Teams + Snappy Gifts

Microsoft Dynamics 365 CRM + Microsoft Teams + Snappy Gifts

Microsoft Dynamics 365 CRM + Microsoft Teams integrations

Send Snappy Gifts and Microsoft Teams channel messages for new accounts in Microsoft Dynamics 365 CRM

It's hard to keep track of everything you need to do when closing a new deal! Get rid of the new deal checklist by using this Zapier automation. When a new account is created in MS Dynamics 365, this template will send a Snappy Gift to the account contact and send a message to your team channel in Microsoft Teams. Show appreciation for your new clients and celebrate with your team!

  1. When this happens...
    New Account
    New Account
    New AccountTriggers when a new account is created.
  2. automatically do this...
    Send Gift
    Send Gift
    Send GiftSend a gift using your existing Snappy Gifts Campaigns
  3. then do this!
    Send Bot Message
    Send Bot Message
    Send Bot MessageSends a message to a public channel from the Zapier bot. Requires installation of the Zapier app from the Teams Store.
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with these apps

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM, Snappy Gifts, and more

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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.
Related categories
Similar apps
Pipedrive integrationsPipedrive integrations
Pipedrive
CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations
Insightly
CRM (Customer Relationship Management)
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
microsoft-teams logo
About Microsoft Teams
Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
Related categories
Similar apps
Slack integrationsSlack integrations
Slack
Team Chat
Chatwork integrationsChatwork integrations
Chatwork
Team Chat
Rocket.Chat integrationsRocket.Chat integrations
Rocket.Chat
Team Chat
snappy-gifts logo
About Snappy Gifts
Snappy Gifts is the all-in-one gifting platform that combines fun, personal gifting experiences with advanced technology.
Related categories

Related Zap Templates