DriverReach + Microsoft Dynamics 365 CRM

DriverReach + Microsoft Dynamics 365 CRM integrations

Create DriverReach leads from new Microsoft Dynamics 365 CRM leads

Effortlessly manage leads from Microsoft Dynamics 365 CRM and DriverReach with this seamless workflow. As new leads are added in Microsoft Dynamics 365 CRM, the automation creates Driver Lead entries in the DriverReach app, ensuring efficient lead tracking across both platforms. Enhance lead management and save time with this simple yet powerful integration.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create Driver LeadCreates a new driver lead in DriverReach.
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and DriverReach

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and DriverReach

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- 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
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- 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
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email
  Required
- Phone
  Required
- Address 1
- Address 2
- City
- State
- Zip Code
- Lived at this residence for 3 years or more?
- Legally eligible to work in the U.S.?
- Can read, write, speak and understand English?
- Drug and alcohol positive tests or refusals
- Can provide documentation, that confirms successful completion of the DOT return to duty process?
- Applicant has a TWIC card?
- TWIC Card expiration
- Revoked licenses, permits or privileges
- Please explain license issues (include dates and details)
- Driving convictions
- Explain convictions (include dates and details)
- Drug and alcohol convictions
- Explain drug convictions (include dates and details)
- Date of Birth
- CDL Driving Experience
- CDL Class
- CDL Number
- CDL State
- CDL Expiration
- Has Endorsements
- Endorsement List
- Location Name
- Lead Source Name
- Position Type
- Driving Experience Years
- Reference Code
- Variety
- Notes
- Violation Date
- State Where Violation Occurred
- Charge or Description
- Driving a Commercial Vehicle?
- Penalty / Fine
- Date of the Accident
- Accident City
- Accident State
- Accident Details
- In a Commercial Vehicle?
- Was This Accident Preventable?
- Any Injuries or Fatalities?
- Was Anyone Towed?
- Was a Ticket Issued as a Result?
- Company Name
- Current Employer?
- Start Date
- End Date
- Street Address 1
- Street Address 2
- City
- State
- Zip Code
- Company Email
- Company Phone
- Company Fax
- Position Held
- Reason for Leaving?
- May this Employer be Contacted?
- Operated a Commercial Motor Vehicle?
- Subject to FMCSRs and Subject to Alcohol and Controlled Substance Testing?
- Type of Work Performed (enter all that apply)
- Equipment Operated During Employment (enter all that apply)
- Branch of Service
- Start Date
- End Date
- Rank at Discharge
- Operated Heavy Equipment?
- Received Honorable Discharge?
- Explain Discharge
- School Name
- Start Date
- End Date
- City
- State
- School Email
- School Fax Number
- School Phone Number
- Subject to FMCSRs and Subject to Alcohol and Controlled Substance Testing?
- Unemployment Start Date
- Unemployment End Date
- Unemployment Details
- Currently Unemployed?
- Custom applicant fields
- Question
- Answer
Action
Write

About DriverReach

DriverReach is a Recruiting Management System for hiring CDL drivers. Use the DriverReach Action to send driver lead info to DriverReach.

HelpHelp

Related categories

HR Talent & Recruitment

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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Create driver leads in DriverReach from new contacts in Microsoft Dynamics 365 CRM

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