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Salesforce

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HubSpot

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Xpressdocs

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ConnectWise

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Agile CRM

Run queries against entity data (uses FetchXML query strings). Enables more advanced operations such as aggregation of data e.g sum, count, max, etc.

Query entity data

Retrieves stored information about the user.

Get user information

List party navigation property names DDL

Update an entity of any type in your Microsoft Dynamics 365 account.

Update entity

Delete an entity of any type in your Microsoft Dynamics 365 account.

Delete entity

Get an entity of any type from your Microsoft Dynamics 365 account.

Get entity

List entity types in Microsoft Dynamics 365

List entity types

List entity types DDL

Create an entity of any type in your Microsoft Dynamics 365 account.

Create entity

Get a list of entities from your Microsoft Dynamics 365 account.

List entities

Get a list of entities from your Microsoft Dynamics 365 account and filter them with a user defined query.

List entities (raw filter)

List entity set attributes DDL

List entity sets DDL

List entity type attributes

List entity type attributes DDL

List one to many relationships

Get a list of possible options for a dropdown attribute, such as lead status.

List status attribute options

Run a raw fetch XML query against the Dynamics instance.

Run fetch XML query (advanced)

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Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Customer Relationship Management (CRM)

Create contact

Add tags to contact

Retrieve all campaigns associated with a specific contact.

List campaigns

Create purchase order

Delete tags from contact

Returns a list of configured contact sources.

List contact sources

Returns a list of configured contact statuses.

List contact statuses

Retrieve all tags associated with a specific contact.

List contact tags

Returns a list of configured contact temperatures.

List contact temperatures

Use to search for contacts. If contact ID is specified then it will only use that parameter.

List contacts

Start campaigns

Stop campaigns

Update contact

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Hatchbuck

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Similar connectors to Microsoft Dynamics 365 and Hatchbuck

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Company size (Clearbit)

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Microsoft Dynamics 365 and Hatchbuck integrations couldn’t be easier with the Tray platform’s robust Microsoft Dynamics 365 and Hatchbuck connector, which connects any services without the need for separate integration tools.

Microsoft Dynamics 365 and Hatchbuck integrations couldn’t be easier with the Tray platform’s robust Microsoft Dynamics 365 and Hatchbuck connectors, which can connect to any service without the need for separate integration tools.

Integrate Microsoft Dynamics 365 and Hatchbuck with any SaaS application or service using the Tray platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Microsoft Dynamics 365 and Hatchbuck and any other API, database, webhook, and more.

Microsoft Dynamics 365 and Hatchbuck integration + automation

Microsoft Dynamics 365 and Hatchbuck Connector Details

Popular Microsoft Dynamics 365 and Hatchbuck integrations

Microsoft Dynamics 365 and Hatchbuck templates