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Microsoft Excel + Microsoft Dynamics 365 CRM + Crossbeam

Create Excel spreadsheets of Crossbeam overlap information with new lead updates in Dynamics 365 CRM

When a lead in your Microsoft Dynamics 365 CRM changes status, this Zap will automatically look up any overlaps in Crossbeam. It will then create a new Excel spreadsheet with the overlap information, giving you instant insights without the need for manual searching and updates.

When a lead in your Microsoft Dynamics 365 CRM changes status, this Zap will automatically look up any overlaps in Crossbeam. It will then create a new Excel spreadsheet with the overlap information, giving you instant insights without the need for manual searching and updates.

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    When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Lead Updated

    Triggers when a lead has been updated.

    TriggerScheduled
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    automatically do this...
    CrossbeamCrossbeam
    Records Search by Email

    Search your Crossbeam records for a specific email

    ActionSearch
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    then do this...
    CrossbeamCrossbeam
    Partner Records Search by Record Type and ID

    For a given Crossbeam Partner Record Type and ID, return any overlapping data with your partners.

    ActionSearch
  4. then do this!
    Microsoft ExcelMicrosoft Excel
    Create Spreadsheet

    Creates a new spreadsheet

    ActionWrite

Supported triggers and actions

What does this mean?
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excel logo
excel logo

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

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  • Microsoft
  • Spreadsheets

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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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About Crossbeam

A collection of Crossbeam Actions and Triggers to help support your partner ecosystem workflows.

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