Apify + Microsoft Dynamics 365 CRM

Create tasks in Apify for new leads in Microsoft Dynamics 365 CRM

Streamline your lead management process effortlessly with this workflow connecting Microsoft Dynamics 365 CRM and Apify. When a new lead is added in Microsoft Dynamics 365 CRM, this automation initiates a task execution in Apify, ensuring smooth and efficient lead management. Focus on closing deals while this integration takes care of organizing tasks for you.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Run Task
Runs a selected actor task.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
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Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
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Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- TaskRequired
Trigger
Instant
Try It
- TaskRequired
- Run synchronouslyRequired
Action
Write
- Note
- URLRequired
- Crawler typeRequired
Action
Write
- Key-value storeRequired
- Record keyRequired
Action
Search
- TaskRequired
- Run status
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
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Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
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Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- ActorRequired
Trigger
Instant
Try It
- ActorRequired
- Run synchronouslyRequired
Action
Write
- Key-value storeRequired
- Record keyRequired
- Record valueRequired
Action
Write
- DatasetRequired
- Limit
- Offset
Action
Search
- ActorRequired
- Run status
Action
Search

About Apify

Apify is the full-stack platform where developers build, deploy, and monitor web scraping tools. Apify Store offers 1,500+ pre-built tools.

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Related categories

Developer Tools

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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Related categories

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Apify + Microsoft Dynamics 365 CRM

Create tasks in Apify for new leads in Microsoft Dynamics 365 CRM

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Finished Task Run

TaskRequired

Run Task

TaskRequired

Run synchronouslyRequired

Scrape Single URL

Note

URLRequired

Crawler typeRequired

Get Key-Value Store Record

Key-value storeRequired

Record keyRequired

Find Last Task Run

TaskRequired

Run status

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account

Info

Create Contact

Info

Create Case/Incident

Info

Customer typeRequired

Status

Update Account

Info

AccountRequired

Update Contact

Info

ContactRequired

Update Lead

Info

LeadRequired

Find Account

Info