Better Agency + Microsoft Dynamics 365 CRM

Create and update Better Agency prospects from new Microsoft Dynamics 365 CRM leads

Effortlessly manage your leads with this workflow that connects Microsoft Dynamics 365 CRM to Better Agency. When a new lead is added in Microsoft Dynamics 365 CRM, this automation will create or update a Prospect in Better Agency, keeping your sales pipeline up-to-date and ensuring no opportunities slip through the cracks. Streamline your lead management process and focus on closing deals.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create/Update a Prospect
Prospect Form to create update a prospect
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It

Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
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
- Note Type
- Assigned Owner
Trigger
Scheduled
Try It
- Assigned Owner
- Task priority
- Task due date
Trigger
Scheduled
Try It
- Pipeline StageRequired
- Assigned Owner
Trigger
Scheduled
Try It
- Choose TypeRequired
- Who Initiated The Claim? (Only for claim request)
- Email
- Policy Type
- Ticket TitleRequired
- Ticket NoteRequired
- Assign Owner
- Start Campaign
Action
Write
- Choose Contact Type
- Email
- First Name
- Last Name
- Phone
- Tag Names
- Pipeline Stage
- Lead Source
- Referral Partner
- Policy Type
- Campagin
- Assign Owner
- Birth Date
- Note Type
- Note
- Street Address
- City
- State
- Zip
- Sales Title
- Sales Details
- Additional Notes
- Business Name
- DBA
- Business Address Line 1
- Business Address Line 2
- Business City
- Business State
- Business Zip
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
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
New Contact Added
Triggers when a new contact is added in Better Agency.
Trigger
Scheduled
Try It
- TagRequired
Trigger
Scheduled
Try It
- Pipeline StageRequired
- Assigned Owner
Trigger
Scheduled
Try It
- Pipeline StageRequired
- Assigned Owner
Trigger
Scheduled
Try It
- Choose Contact Type
- Email
- First Name
- Last Name
- Phone
- Tag Names
- Lead Source
- Referral Partner
- Policy TypeRequired
- Policy Number
- Assign Owner
- Birth Date
- Note Type
- Note
- Street Address
- City
- State
- Zip
- Business Name
- DBA
- Business Address Line 1
- Business Address Line 2
- Business City
- Business State
- Business Zip
Action
Write

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies

Learn more

Related categories

Marketing

About Microsoft Dynamics 365 CRM

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

Learn more Help

Related categories

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Zapier Interfaces

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By team

Better Agency + Microsoft Dynamics 365 CRM

Create and update Better Agency prospects from new Microsoft Dynamics 365 CRM leads

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)

New Note Created

Note Type

Assigned Owner

New Task Created

Assigned Owner

Task priority

Task due date

Renewal Pipeline Stage Move

Pipeline StageRequired

Assigned Owner

Create Service Request

Choose TypeRequired

Who Initiated The Claim? (Only for claim request)

Email

Policy Type

Ticket TitleRequired

Ticket NoteRequired

Assign Owner

Start Campaign

Create/Update a Prospect

Choose Contact Type

Email

First Name

Last Name

Phone

Tag Names

Pipeline Stage

Lead Source

Referral Partner

Policy Type

Campagin

Assign Owner

Birth Date

Note Type

Note

Street Address

City

State

Zip

Sales Title