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!
- When this happens...New AccountTriggers when a new account is created.
- automatically do this...Send GiftSend a gift using your existing Snappy Gifts Campaigns
- then do this!Send Bot MessageSends a message to a public channel from the Zapier bot. Requires installation of the Zapier app from the Teams Store.
- 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
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Related categories
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
Related Zap Templates
- Create channel messages in Microsoft Teams for new leads in Microsoft Dynamics 365 CRM
- Create Microsoft Teams messages for new Microsoft Dynamics 365 CRM contacts
- Send chat messages in Microsoft Teams for new accounts in Microsoft Dynamics 365 CRM
- Send channel messages in Microsoft Teams for new cases/incidents in Microsoft Dynamics 365 CRM











