Microsoft Dynamics 365 CRM + Overloop
Create Overloop prospects from new Microsoft Dynamics 365 CRM leads
Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM and Overloop. With this automation, whenever a new lead is added in Microsoft Dynamics 365 CRM, a corresponding contact will be created in Overloop for seamless tracking and organization. Keep your team in sync and streamline your lead-to-contact conversion process, all while focusing on growing your business.
Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM and Overloop. With this automation, whenever a new lead is added in Microsoft Dynamics 365 CRM, a corresponding contact will be created in Overloop for seamless tracking and organization. Keep your team in sync and streamline your lead-to-contact conversion process, all while focusing on growing your business.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ProspectCreate a prospect.
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInfo
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Owner
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Case/IncidentRequired
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Deal Lost
Triggers when a new deal is lost.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Exclusion List Item
Triggers when a new exclusion list item is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planList Created
Triggers when a new list is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStage Created
Triggers when a new stage is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planWorkflow Created
Triggers when a new worklow is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProspect Created
Triggers when a new prospect is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProspectRequired
CampaignRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Website
Phone
Email
Country
City
State
Address
Owner
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
WorkflowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProspectRequired
WorkflowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
PipelineRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Title
Value
Expected Close Date
Owner
Pipeline
Prospect
Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id or emailRequired
Email
Title
First Name
Last Name
Jobtitle
Phone
Country
State
Zip
City
Organization
Industry
Description
Website
Linkedin Profile
Lists
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExpression to search…Required
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOwner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Custom Entity ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDeal Created
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDeal Won
Triggers when a new deal is won.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaign Created
Triggers when a new campaign is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPipeline Created
Triggers when a new pipeline is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUser Created
Triggers when a new user is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganization Created
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProspect Replied
Triggers when a prospect has replied for the first time.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTitle
Value
Expected Close Date
Owner
PipelineRequired
Prospect
Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Title
First Name
Last Name
Jobtitle
Phone
Country
State
Zip
City
Organization
Industry
Description
Website
Linkedin Profile
Lists
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
WorkflowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prospect EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Company
Domain
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Name
Website
Phone
Email
Country
City
State
Address
Owner
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expression to search…Required
ActionThis is an event a Zap performs.SearchFind existing data in your appExpression to searchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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