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DisputeFox + Email by Zapier + Filter by Zapier + Google Sheets + Formatter by Zapier + Microsoft Dynamics 365 CRM

Lookup Google Sheets rows and create Microsoft Dynamics 365 CRM contacts for new DisputeFox leads

Anytime a new lead is added in DisputeFox and their SSN exists, this template will lookup a Google Sheets row for the state ID and create a Microsoft Dynamics 365 CRM contact.

Anytime a new lead is added in DisputeFox and their SSN exists, this template will lookup a Google Sheets row for the state ID and create a Microsoft Dynamics 365 CRM contact.

  1. When this happens...
    DisputeFoxDisputeFox
    New Lead Added

    trigger fire after adding new Lead.

    TriggerScheduled
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this...
    Google SheetsGoogle Sheets
    Lookup Spreadsheet Row

    Finds a row by a column and value. Returns the entire row if one is found.

    ActionSearch
  4. then do this...
    Formatter by ZapierFormatter by Zapier
    Numbers

    Work with numeric data to do math operations, reformat currencies, and more (with line-item support).

    ActionWrite
  5. then do this...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Contact

    Creates a new contact.

    ActionWrite
  6. then do this!
    Email by ZapierEmail by Zapier
    Send Outbound Email

    Send an email from your own custom zapiermail.com address. Up to 10 emails sent per hour.

    ActionWrite
Start free with email
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Supported triggers and actions

What does this mean?
  • DisputeFox triggers, actions, and search

    Affiliate Updated

    Trigger fire after updating new affiliate.

    Trigger
    Scheduled
    Try It
disputefox logo
disputefox logo

About DisputeFox

DisputeFox was designed from the ground up to be the World's Most Advanced All-in-One Credit Dispute Software.
Help

Related categories

  • CRM (Customer Relationship Management)

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email logo
email logo

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

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filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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google-sheets logo

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formatter logo
formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

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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