essensys Operate + Microsoft Dynamics 365 CRM
Create new essensys Operate contacts from Microsoft Dynamics 365 CRM leads
Effortlessly manage your leads and contacts with this automation between Microsoft Dynamics 365 CRM and essensys Operate. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create a contact in essensys Operate, ensuring a seamless transfer of information and helping you stay organized and on top of your business relationships.
Effortlessly manage your leads and contacts with this automation between Microsoft Dynamics 365 CRM and essensys Operate. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create a contact in essensys Operate, ensuring a seamless transfer of information and helping you stay organized and on top of your business relationships.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ContactCreates a new contact.
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 ZapScheduledZapier checks for new data every 15 min on the Free planContact Updated
Triggers when a contact has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCreate Campaign
Creates a new campaign.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Campaign Response
Creates a new campaign response.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Campaign Response
Updates an existing campaign response.
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.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
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 appFind Campaign Response
Finds a campaign response.
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
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
Match if any of the fields match (otherwise only match if all the fields match)
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
Match if any of the fields match (otherwise only match if all the fields match)
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
Updated Account
Triggers when an account is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Calendar Event
Triggers when a Calendar Event is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Charge Sheet
Triggers when a new charge sheet is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Lead
Triggers when new lead is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when new opportunity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Account NameRequired
Account TypeRequired
End Date
Start DateRequired
web Channel
Primary Source
Secondary Source
Client TypeRequired
Broker
Broker Contact
User
Payment Type
Rental Payment Type
Standard Payment Term
Rental Payment Term
Meeting Package
Location
Lead Source
Industry
Group Account
Campaign
Agent Type
Addressline1
Addressline2
Addressline3
Country
County
Email
Postcode
Mobile No
Sic Code
City
Website
VAT No
Phone No
Charge VAT
Email Invoice
Include BFWD
Show Call Details
Include Itemised Bill
Include Statement
LeadDADI Agent
On Account
Online Bill
Print Invoice
Account Alias
Accounts Code
Bank Account Name
Bank Account Number
Bank Code
Bill Day
Agent Email
Agent Reference
Call Logger Code
Company No
Contact
Copier Code
Credit Limit
DD Reference
Ddi
Department Number
Door Number
Fax Number
First Name
Forward Address Country
Forward Address County
Forward Address Fax
Forward Address First Name
Forward Address Last Name
Forward Address Line 1
Forward Address Line 2
Forward Address Line 3
Forward Address Post Code
Forward Address Telephone
Forward Address Town
Free Text
Invoice BCC Address
Invoice Cc Address
Invoice Email Address
Last Name
Bank Name
Shopper Reference
Override Discount (%)
Payment Token
Registered Address Country
Registered Address County
Registered Address Line 1
Registered Address Line 2
Registered Address Line 3
Registered Address Post Code
Registered Telephone
Registered Address Town
Registered Fax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Mobile PhoneRequired
Owner
Account
Optout
Date of Birth
Would Most Like
Community Status
Portal Access Level
Community Profile Active
News Letter
Company Profile Active
Receive Shout Out Emails
Receive Status Update Emails
Assistants Name
Car Reg No
Company Logo
Department
Dis Likes Tags
Expertise Tags
Ext
Facebook Account
Fax No
Flickr Account
Private Phone No
Contact Image
Important Note
Instagram Account
Interesting Facts
Job Function
Likes Tags
Linkedin Account
Managers Name
Pinterest Account
Salutation
Social Tags
Phone No
Twitter Account
Social Websites
What Do I Do
What I Care About
Contact Type
Email
Title
Lead Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
HubSpot Deal ID
Lead SourceRequired
Close DateRequired
LocationRequired
AccountRequired
Contact NameRequired
StageRequired
Salesperson
Client Type
Broker
Broker Contact
Overturned Broker
Overturned Broker Contact
User
Region
Lost Reason
Opportunity Type
Lead Type
Campaign
Contract Type
Agreement Signed
Broker Updated
Forecast
LeadDADI Lead
Tour Arranged
Viewed
Web to Lead
Won
Won Notification Sent
Check in Date
Lost Date
Dead Date
End Date
Enquiry Date
Start Date
Amount
Agent Fee
Agent Email
Agent Reference
Broker Status
Budget
Term Months
Expansion Value
Favorite Food
Location Required
Other Needs
Overturned Agent Email
Overturned Agent Reference
Parking Spaces
Rate
Size
Term Days
Test Opp Wf
Timing
Workstations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.StatusRequired
PriorityRequired
SubjectRequired
Account NameRequired
LocationRequired
ContactRequired
Start Date/TimeRequired
TypeRequired
Assigned To
Record Type
Opportunity Name
Lead Name
Comments
Created By
Creation Date
Due Date/Time
Email Address
End Date
End Date Time
End Time
Is Lead
Mobile/Cell
Related To
Reminder
Reminder Minutes
Send Confirmation
Send to Outlook
Start Date
Start Time
Uid
Update Date
Updated By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Name
Lead Source
Close Date
Location
Account
Contact Name
Stage
Salesperson
Client Type
Broker
Broker Contact
Overturned Broker
Overturned Broker Contact
User
Region
Lost Reason
Opportunity Type
Lead Type
Campaign
Contract Type
Agreement Signed
Broker Updated
Forecast
LeadDADI Lead
Tour Arranged
Viewed
Web to Lead
Won
Won Notification Sent
Check in Date
Lost Date
Dead Date
End Date
Enquiry Date
Start Date
Amount
Agent Fee
Agent Email
Agent Reference
Broker Status
Budget
Term Months
Expansion Value
Favorite Food
Location Required
Other Needs
Overturned Agent Email
Overturned Agent Reference
Parking Spaces
Rate
Size
Term Days
Test Opp Wf
Timing
Workstations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCase/Incident Updated
Triggers when a case/incident has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLead Updated
Triggers when a lead has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOpportunity Updated
Triggers when an opportunity has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInfo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Status
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
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
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 appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
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
Match if any of the fields match (otherwise only match if all the fields match)
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
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Calendar Event
Triggers when a new calendar event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Charge Sheet
Triggers when a new charge sheet is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Charge Sheet
Triggers when a new charge sheet is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Contact
Triggers when a contact is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Licence
Triggers when a new licence is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TaxRequired
ProductRequired
Account NameRequired
Date FromRequired
QuantityRequired
Date ToRequired
Unit PriceRequired
Reference Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead NameRequired
web Channel
Primary Source
Secondary Source (New)
Secondary Source
Lead Channel
EmailRequired
Location
Broker
Broker Contact
User
Region
Lead Type
Lead Source
Industry
Dead Reason
Client Type
Broker Updated
Check to Receive Marketing Up
Lead Converted
Multi Day Booking
LeadDADI Lead
Tour Arranged
Tour Reminder Sent
Tour Requested
Web to Lead
Lead Converted Date
Dead Date
Enquiry Date
Event End Date
Event Start Date
Second Event End Date
Second Event Start Date
Agent Email
Agent Reference
Lead Status
Budget
County
Event Name
Fax No
Floor
I Am Interested In
Lead Status Id
Location Required
Mobile No
No of Attendees
Number of People
2 of Your Favourite Pastimes
Postcode
Quality of Space
Registered Address Country
Registered Address County
Registered Address Line 1
Registered Address Line 2
Registered Address Line 3
Registered Address Postcode
Registered Address Town
Size
Space Type
Phone No
Term
Test Lead WF
Time Line
Timing
Town
Website
Win Chance
Comments
Start Date
Last Name
First Name
Country
Address Line 1
Address Line 2
Campaign
Address Line 3
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
TaxRequired
Product GroupRequired
Product NameRequired
Unit PriceRequired
Available AtRequired
Start DateRequired
Cost TypeRequired
Location Name
Catering
Created By
Actual Workstations
Creation Date
Currency Occupier
Current Price
Facility
Markup Type
Office and Occupier
Product Group Name
Show in Calendar
Tax Rate
Update Date
Updated By
Frequency
Retainer Tax
Retainer Product
Record Type
Office Type
Office Status
Meeting Room Type
Allow Zero Invoice
Mandatory Square Foot Calculated
Allow Zero Price on Invoices
Can Book on Website
Mandatory to Virtual Clients
Clearance Time
Cost Centre
Department Number
Description
Desk
Discontinued
Hide From Invoices
End Date
Extract Cost From Call Logger
Floor
Revacc No
Discrevacc No
Defacc No
Gove Code
Hide From Point of Sale
Dedube Imported Products
Include Reservation Discounts
Included in Commissions
Item ID
Published
Mandatory Charge
Markup
Meeting Room
Metered Charge
Minimum Price
Number of People
Notes
Time Based Plan Hours
Office
Office Size
Online Alias
Mandatory Charge Percent of All
Mandatory Percent of Rent
Ports
Pricing Day Ext
Pricing Day Highest Qualifier
Pricing Day Int
Pricing Day Lowest Qualifier
Pricing Day Mins
Pricing Half Day Ext
Pricing Half Day Highest Qual
Pricing Half Day Int
Pricing Half Day Lowest Qual
Pricing Half Day Mins
Pricing Hourly Ext
Pricing Hourly Highest Qualifier
Pricing Hourly Int
Pricing Hourly Lowest Qual
Pricing Hourly Mins
Can Be Bundled
Product Cannot Be Discounted
Product Cost
Quality of Space
Service
Reference Text
Retainer
Service Charge Item
SMS Item
Time Based Plan
Can Edit Mandatory Charge
Virtual Service
Withholding Tax
Workstations
Complimentary Items
Mandatory Charge Type
Related Space
Styles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Optout
First Name
Last Name
Mobile Phone
Owner
Account
Date of Birth
Would Most Like
Community Status
Portal Access Level
Community Profile Active
News Letter
Company Profile Active
Receive Shout Out Emails
Receive Status Update Emails
Assistants Name
Car Reg No
Company Logo
Department
Dis Likes Tags
Expertise Tags
Ext
Facebook Account
Fax No
Flickr Account
Private Phone No
Contact Image
Important Note
Instagram Account
Interesting Facts
Job Function
Likes Tags
Linkedin Account
Managers Name
Pinterest Account
Salutation
Social Tags
Phone No
Twitter Account
Social Websites
What Do I Do
What I Care About
Contact Type
Email
Title
Lead Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
ActionThis is an event a Zap performs.SearchFind existing data in your app
About essensys Operate
essensys Operate is a workspace management platform that helps space-as-a-service operators run their workspace from lead to cash and everything in between.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout 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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