Client Dispute Manager + Microsoft Dynamics 365 CRM
Create Client Dispute Manager website leads from new Microsoft Dynamics 365 CRM contacts
Effortlessly manage your leads by connecting Microsoft Dynamics 365 CRM to Client Dispute Manager. With this automation, whenever a new contact is added in Microsoft Dynamics 365 CRM, a website lead will be created in Client Dispute Manager. Save time and streamline your lead management process with this seamless workflow.
Effortlessly manage your leads by connecting Microsoft Dynamics 365 CRM to Client Dispute Manager. With this automation, whenever a new contact is added in Microsoft Dynamics 365 CRM, a website lead will be created in Client Dispute Manager. Save time and streamline your lead management process with this seamless workflow.
- When this happens...
New ContactTriggers when a new contact is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Website LeadCreates a new web lead.
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
Active Status
Triggers when we change the status from active to other status.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCancelled Status
Triggers when we change the status from cancelled to other status.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInactive Status
Triggers when we change the status from Inactive to other status.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Customer
Triggers when a new customer 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 planPending Status
Triggers when we change the status from pending to other status.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStatus Change
This triggers happens when you change the status of a customer in the customer screen. You can go from active all the way to archive or vice versa.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdate Customer
Triggers when a customer is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEmail AddressRequired
First NameRequired
Middle Name
Last Name
Mobile Phone
Zip Code
Street Address
Questions Answers
Date Of Birth
SSN
Phone Home
Phone Work
Notes
Credit Monitoring UserName
Credit Monitoring Password
Credit Monitoring Security Password
Credit Monitoring ReportProvider
Credit Monitoring Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
Email AddressRequired
Notes
How Did You Hear About Us
Mobile Phone
Date Of Birth
SSN
Phone Home
Phone Work
Credit Monitoring UserName
Credit Monitoring Password
Credit Monitoring Security Password
Credit Monitoring Report Provider
Credit Monitoring Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record 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 foundAffiliate Active Status
Triggers when we change affiliates from any status to active status.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planArchive Lead Status
Triggers when we change the status from archive lead to other status.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompleted Status
Triggers when we change the status from completed to other status.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLead Status
Triggers when we change the status from lead to other status.
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 planNo Portal Access Status
Triggers when we change the status from no portal access to other status.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProspect Status
Triggers when we change the status from prospect to other status.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSuspended Status
Triggers when we change the status from suspended to other status.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFirst NameRequired
Middle Name
Last Name
Email AddressRequired
Mobile Phone
Zip Code
Street Address
City
State
SSN
Date Of Birth
Phone Home
Phone Work
Notes
Credit Monitoring UserName
Credit Monitoring Password
Credit Monitoring Security Password
Credit Monitoring Report provider
Credit Monitoring Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Middle Name
Last NameRequired
Email AddressRequired
Date Of BirthRequired
Street AddressRequired
Zip CodeRequired
CityRequired
StateRequired
Phone Mobile
Phone Home
Phone Work
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Middle Name
Last NameRequired
Email AddressRequired
Date Of BirthRequired
Street AddressRequired
Zip CodeRequired
CityRequired
StateRequired
Phone Mobile
Phone Home
Phone Work
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Client Dispute Manager
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