This action forms part of ThinkAutomation’s broader workflow automation software, enabling automated workflows to retrieve customer, contact and other CRM data from Microsoft Dynamics, Salesforce, SugarCRM and Zoho CRM for use in subsequent business processes.
Performs a query against a CRM system to lookup a single entity and assign entity values to variables.Click Connect to connect to a CRM system. Currently ThinkAutomation can connect to:

• Microsoft Dynamics CRM (Online)
• Salesforce
• Sugar CRM
• Zoho CRM

See: CRM Connection Notes for specific CRM connection details.

Once connected select the Entity Type to query.

You then create Query Conditions to lookup an entity of the Entity Type specified. The query can contain %variable% replacements. You can create multiple query conditions, for example: FirstName Equal To %Name% AND Email Contains %Company%.

The query will return the first record that matches the query conditions.

In the Assign Returned Entity Values To Variables list, select each CRM entity value that you want to assign to a ThinkAutomation Variable. If the query returns no entity then the selected ThinkAutomation variables will be set to blank values.

Automate CRM Data Retrieval

CRM data can be retrieved automatically whenever it is needed within a business workflow. For example, ThinkAutomation can look up a customer from their email address, retrieve contact or account information, check whether a lead already exists or obtain CRM data before processing an incoming enquiry.

Returned CRM fields are assigned to ThinkAutomation variables, allowing the information to be used in subsequent actions such as sending personalised emails, making workflow decisions, updating databases or triggering other automated processes.