EngageBay Marketing + Microsoft Dynamics 365 CRM
EngageBay Marketing + Microsoft Dynamics 365 CRM
Create EngageBay Marketing contacts from new Microsoft Dynamics 365 CRM leads
Effortlessly manage your marketing contacts with this seamless workflow between Microsoft Dynamics 365 CRM and EngageBay Marketing. As soon as a new lead emerges in your CRM system, this automation creates a corresponding contact in EngageBay Marketing, ensuring your marketing team stays up-to-date and ready to nurture leads into loyal customers.
- When this happens...
New LeadTriggers when a new lead is created.TriggerPolling - automatically do this!
Create ContactCreates a new contact.ActionWrite
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More things you can do with Microsoft Dynamics 365 CRM and EngageBay Marketing
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and EngageBay Marketing
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 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 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
- Owner
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
New Contact [Deprecated]⚠️ This polling-based trigger is deprecated. Please use the new "New Contact" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Event [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "New Event" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Task [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "New Task" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Task
Instant trigger powered by webhooks. Fires immediately when a new task is created in EngageBay. Recommended replacement for the legacy polling trigger.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Property Change [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "Company Property Change" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Deal Property Change [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "Deal Property Change" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - SequenceRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- First Name
- Last Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Website (Xing)
- Blog
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Role
- Tags
- Address
- City
- State
- Zip Code
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- SubjectRequired
- Priority
- Type
- Status
- Assignee
- Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- Last Name
- Role
- First Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Blog
- Website (Xing)
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Tags
- Address
- City
- State
- Zip Code
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TagRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data 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 plan - New 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 plan - New 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 plan - New 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 plan - New 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 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.- Api_docs_info
- 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- New Company
Instant trigger powered by webhooks. Fires immediately when a new company is created in EngageBay. Recommended replacement for the legacy polling trigger.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Instant trigger powered by webhooks. Fires immediately when a new contact is created in EngageBay. Recommended replacement for the legacy polling trigger.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Unsubscribed
Instant trigger powered by webhooks. Fires immediately when a contact unsubscribes in EngageBay. Recommended replacement for the legacy polling trigger.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Deal
Instant trigger powered by webhooks. Fires immediately when a new deal is created in EngageBay. Recommended replacement for the legacy polling trigger.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Company [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "New Company" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Deal [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "New Deal" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Get Owners
Trigger to get all owners.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Get Tracks
Tigger to get all tracks.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Contact Unsubscribed [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "Contact Unsubscribed" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Contact Property Change[Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "Contact Property Change" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Task Property Change [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "Task Property Change" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Contact IDRequired
- Subject
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Phone Number
- EmailRequired
- Timezone
- Start TimeRequired
- End TimeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FormRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TagRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search QueryRequired
- EmailRequired
- First Name
- Last Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Website (Xing)
- Blog
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Role
- Tags
- Address
- City
- State
- Zip Code
- Country
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
