Create leads in Microsoft Dynamics 365 CRM from new phone calls received in Convirza
When a new phone call comes in through Convirza, instantly create a lead in Microsoft Dynamics 365 CRM with this streamlined workflow. Save time, reduce the risk of errors, and ensure potential clients or opportunities are documented promptly within your CRM. This efficient process can help optimize your customer engagement strategy and potentially increase your sales pipeline.
- When this happens...

New Phone Call ReceivedTriggers when a tracked phone number receives an incoming call.TriggerInstant - automatically do this!

Create LeadCreates a new lead.ActionWrite
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More things you can do with Convirza and Microsoft Dynamics 365 CRM
Discover other triggers and actions you can use with Convirza and Microsoft Dynamics 365 CRM
- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
- Caller id isRequired
- Please provide caller idRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
- Select insight nameRequired
- ScoreRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
- Call disposition isRequired
- Please choose call dispositionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
- Repeat Call isRequired
- Please choose comparatorRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
- Ring to phone number isRequired
- Please provide ring to phone numberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Case/IncidentTriggers 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 plan
New InvoiceTriggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New LeadTriggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New OpportunityTriggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New OrderTriggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- 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.- 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 app- Campaign_nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- 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 app- Info
- 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 app- Info
- 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 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
- 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- Info
- 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- Info
- 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 found
- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
- Call duration isRequired
- Please provide call durationRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Triggers onRequired
- Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New AccountTriggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New ContactTriggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- 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
- 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 app- Info
- 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 app- State Code
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- 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 app- Info
- 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 app- Info
- 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 found- Info
- 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 found- Info
- 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- Info
- 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




