Ezekia + Microsoft Dynamics 365 CRM

Ezekia + Microsoft Dynamics 365 CRM integrations

Create and update Ezekia companies from new Microsoft Dynamics 365 CRM leads

Keep your CRM and financial management platforms connected with this seamless workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it automatically updates the company information in Ezekia. Stay organized and maintain accurate records without the need for manual data entry or switching between apps.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Update CompanyUpdate an existing company record
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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

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

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
Assignment Converted to Opportunity
Triggers when an assignment is converted to an opportunity
Trigger
Instant
Try It
Billing Contact Added
Triggers when a billing contact is added.
Trigger
Instant
Try It
Candidate Added to Assignment
Triggers when a candidate is added to an assignment
Trigger
Instant
Try It
Candidate Status Added
Triggers when a candidate pipeline status is added
Trigger
Instant
Try It
Candidate Status Deleted
Triggers when a candidate pipeline status is deleted
Trigger
Instant
Try It
Company Off-Limits Created
Triggers when an off-limits for a company is added
Trigger
Polling
Try It
Company Status Changed
Triggers when a company status has changed
Trigger
Instant
Try It
- Type
  Required
Trigger
Instant
Try It
Education Added to Person
Triggers when a new qualification/education is added to a person.
Trigger
Instant
Try It
Fixed Fee Locked
Triggers when a fixed fee is locked.
Trigger
Instant
Try It
Fixed Fee Updated
Triggers when a fixed fee is updated.
Trigger
Instant
Try It
- Type
- ID
Trigger
Polling
Try It
Invoice Locked
Triggers when an invoice is locked
Trigger
Instant
Try It
Invoice Status Changed
Triggers when an invoice status has changed
Trigger
Instant
Try It
Invoice Updated
Triggers when an invoice is updated
Trigger
Instant
Try It
List Converted to Opportunity
Triggers when a list is converted to an opportunity
Trigger
Instant
Try It
- Message
Trigger
Instant
Try It
New Company Created
Triggers when a new company is created on the platform.
Trigger
Instant
Try It
New Invoice Created
Triggers when a new invoice is created
Trigger
Instant
Try It
- Message
Trigger
Instant
Try It
- Type
  Required
Trigger
Instant
Try It
- Message
Trigger
Instant
Try It
Opportunity Converted to Assignment
Triggers when an opportunity is converted to an assignment
Trigger
Instant
Try It
Opportunity Document Uploaded
Triggers when an opportunity document is uploaded
Trigger
Instant
Try It
Person Document Uploaded
Triggers when an person document or resume is uploaded
Trigger
Instant
Try It
Person Education Updated
Triggers when an education/qualification belonging to a person is updated.
Trigger
Instant
Try It
Person Off-Limits Updated
Triggers when an off-limits for a person is updated
Trigger
Polling
Try It
Person Position Updated
Triggers when a position belonging to a person is updated.
Trigger
Instant
Try It
Person Tag Added
Triggers when a person tag is added
Trigger
Instant
Try It
Person Updated
Triggers when a person is updated.
Trigger
Instant
Try It
Project Archived
Triggers when a project is archived.
Trigger
Instant
Try It
Project Status Changed
Triggers when a project status has changed
Trigger
Instant
Try It
Revenue Deleted
Triggers when a revenue is deleted.
Trigger
Instant
Try It
Revenue Status Changed
Triggers when a revenue status has changed
Trigger
Instant
Try It
Revenue Updated
Triggers when a revenue is updated.
Trigger
Instant
Try It
- Message
Trigger
Instant
Try It
- Company Name
  Required
- Constraint
  Required
- End Date
- Description
Action
Write
- Person
  Required
- Base Salary Amount
- Base Salary Currency
- Interim Rate Amount
- Interim Rate Currency
- NED Rate Amount
- NED Rate Currency
- Bonus Percentage
- Notice Period
- Probono
- Additional Information
Action
Write
- Person
  Required
- Position Type
  Required
- Careers
- industries
- Locations
- Status
- NED Classification
Action
Write
- Person
  Required
- Custom Field
  Required
- Label Type
  Required
- Value
  Required
Action
Write
- Person
  Required
- Degree/Qualification
  Required
- University / College / Awarding body
  Required
- Field of study
- Summary
- Primary/Main Qualification
- Start Date
- End Date
Action
Write
- Company
  Required
- Website URL
  Required
- Title
  Required
- Type
  Required
Action
Write
- Assignment
  Required
- Note
  Required
- Tag(s)
Action
Write
- Person
  Required
- Note
  Required
- Tag(s)
Action
Write
- Tag(s)
  Required
- People
  Required
Action
Write
- Person
  Required
- List
  Required
Action
Write
- Project
  Required
- Person(s)
  Required
- Pipeline Tag(s)
  Required
Action
Write
- Company
  Required
- Tag
  Required
Action
Write
- Person
  Required
- Old Email Address
  Required
- New Email Address
  Required
Action
Write
- Person
  Required
- Link ID
  Required
- Website URL
  Required
- Title
  Required
- Type
  Required
Action
Write
- Company Name
  Required
- Owner
- Division
- Description
- Size
- Email
- Phone
- Specialities
- Industries
- Address Building
- Address Street
- Address City
- Address State
- Address Postcode
- Address Country
Action
Write
- Project
  Required
- Reference Number
- Number Pattern Info
- Invoice Number
- Amount
  Required
- Description
  Required
- Tag
  Required
- Status
  Required
- Invoice Date
  Required
- Due Date
- Paid Date
- Note
- Currency
  Required
- Percent
- Status
- Recipient Type
- Recipient ID
- Recipient Name
Action
Write
- Title
- First name
  Required
- Last name
  Required
- Job title
- Company
  Required
- Owner ID
- Department
- Emails
- Links
- Phones
- Career
- Industry
- Location
Action
Write
- Project Name
  Required
- Project Type
  Required
- Company
- Owner ID
  Required
- Description
- Industries
- Start Date
- End Date
Action
Write
- Title
  Required
- Assignees
  Required
- Due Date
  Required
- Timezone
  Required
- Private
  Required
- Tag
  Required
- ID
- Label
- Recursion Type
- Recursion Frequency
- Recursion Days
- Note
- Priority
- Done
Action
Write
- Company
  Required
- Link ID
  Required
Action
Write
- Person
  Required
- Phone ID
  Required
Action
Write
- Fixed Fee
  Required
Action
Write
- Revenue
  Required
Action
Write
- Id
  Required
Action
Write
- Person
  Required
- List
  Required
Action
Write
- Tag(s)
  Required
- Person/People
  Required
Action
Write
- Person
  Required
- Id
  Required
Action
Write
- Invoice
  Required
Action
Write
- ID
  Required
- Type
  Required
- Name
  Required
- Owner
- Division
- Description
- Size
- Email
- Phone
- Specialities
- Industries
- Address Building
- Address Street
- Address City
- Address State
- Address Postcode
- Address Country
Action
Write
- Project
  Required
- Fixed Fee
  Required
- Amount
  Required
- Currency
  Required
- Tag
  Required
- Due Date
- Paid At
- Note
- Recipient ID
  Required
- Recipient Type
  Required
- Recipient Name
  Required
Action
Write
- ID
  Required
- Subject
  Required
- Note
- Start Date/Time
  Required
- End Date/Time
  Required
- Timezone
  Required
- Location
- Agenda
- Tag
  Required
- Private
  Required
- Sensitivity
  Required
- All Day
  Required
- Details
- Include Details
  Required
- Include Name
  Required
- ID
- Label
- ID
- Type
- Full Name
- Email
- Microsoft Graph Integration ID
Action
Write
- ID
  Required
- Title
- First Name
  Required
- Last name
  Required
- Owner ID
Action
Write
- Id
  Required
- Person
  Required
- End Date
- Description
Action
Write
- Person ID
  Required
- Owner ID
- Resume/CV file
  Required
- Add filename and extension eg "example.png"
  Required
Action
Write
- Project
  Required
- Revenue Id
  Required
- Amount
  Required
- Currency
  Required
- Probability
  Required
- Revenue Owner
- Date
  Required
- Tag
  Required
- Percent
- Status
- Recipient Type
- Recipient ID
- Recipient Name
Action
Write
- ID
  Required
- Done
  Required
Action
Write
- ID
  Required
- Priority
  Required
Action
Write
- Company ID
  Required
Action
Search
- Type
  Required
- Custom Field ID
  Required
Action
Search
- Name
  Required
Action
Search
- Company ID
  Required
Action
Search
- Email Address
  Required
Action
Search
- LinkedIn URL
  Required
Action
Search
- Person ID
  Required
Action
Search
- Project Id
  Required
Action
Search
- Project ID
  Required
Action
Search
- Name
  Required
- Type
  Required
Action
Search

- 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
Assignment Converted to List
Triggers when an assignment is converted to a list
Trigger
Instant
Try It
Assignment Document Uploaded
Triggers when an assignment document is uploaded
Trigger
Instant
Try It
Billing Contact Deleted
Triggers when a billing contact is deleted.
Trigger
Instant
Try It
- Important Note
Trigger
Instant
Try It
Candidate Pipeline Status Changed
Triggers when a candidate pipeline status has changed
Trigger
Instant
Try It
Company Document Uploaded
Triggers when a company document is uploaded
Trigger
Instant
Try It
Company Off-Limits Updated
Triggers when an off-limits for a company is updated
Trigger
Polling
Try It
Company Updated
Triggers when a company is updated on the platform.
Trigger
Instant
Try It
- Type
  Required
Trigger
Instant
Try It
Fixed Fee Deleted
Triggers when a fixed fee is deleted.
Trigger
Instant
Try It
Fixed Fee Unlocked
Trigger when a fixed fee is unlocked.
Trigger
Instant
Try It
- Project ID
Trigger
Polling
Try It
Retrieve Search Firm Users
Get all the search firm users
Trigger
Polling
Try It
Invoice Deleted
Triggers when an invoice is deleted.
Trigger
Instant
Try It
Invoice Unlocked
Triggers when an invoice is unlocked.
Trigger
Instant
Try It
List Converted to Assignment
Triggers when a list is converted to an assignment
Trigger
Instant
Try It
List Document Uploaded
Triggers when a list document is uploaded
Trigger
Instant
Try It
- Message
Trigger
Instant
Try It
New Fixed Fee Created
Triggers when a new fixed fee is created
Trigger
Instant
Try It
New Invoice Template Created
triggers when a new invoice template is created.
Trigger
Polling
Try It
New Person Created
Triggers when a new person is created on the platform.
Trigger
Instant
Try It
New Revenue Created
Triggers when a new revenue is created.
Trigger
Instant
Try It
Opportunity Completion Changed
Triggers when a completion percentage is changed in an opportunity
Trigger
Instant
Try It
Opportunity Converted to List
Triggers when an opportunity is converted to a list
Trigger
Instant
Try It
- List ID
  Required
Trigger
Polling
Try It
Person Education Deleted
Triggers when an education/qualification belonging to a person is deleted.
Trigger
Instant
Try It
Person Off-Limits Created
Triggers when an off-limits for a person is added
Trigger
Polling
Try It
Person Position Deleted
Triggers when a position belonging to a person is deleted.
Trigger
Instant
Try It
- Important Note
Trigger
Instant
Try It
Person Tag Removed
Triggers when a person tag is removed
Trigger
Instant
Try It
Position Added to Person
Triggers when a new position is added to a person.
Trigger
Instant
Try It
Project Deleted
Triggers when a project is deleted.
Trigger
Instant
Try It
- Type
  Required
Trigger
Instant
Try It
Revenue Locked
Triggers when a revenue is locked.
Trigger
Instant
Try It
Revenue Unlocked
Triggers when a revenue is unlocked.
Trigger
Instant
Try It
- Message
Trigger
Instant
Try It
- Project ID
  Required
- Contact ID
  Required
Action
Write
- Opportunity
  Required
- Completion Percentage
  Required
Action
Write
- Project
  Required
- Contact
  Required
Action
Write
- Company
  Required
- Custom Field
  Required
- LabelType
  Required
- Value
  Required
Action
Write
- Project
  Required
- Custom Field
  Required
- Value
  Required
- LabelType
  Required
Action
Write
- Person
  Required
- Email Address
  Required
- Label
- Is Default?
Action
Write
- Person
  Required
- Website URL
  Required
- Title
  Required
- Type
  Required
Action
Write
- Company
  Required
- Note
  Required
- Tag(s)
Action
Write
- Person
  Required
- End Date
- Description
Action
Write
- Assignment
  Required
- Person/People
  Required
Action
Write
- Person
  Required
- Phone Number
  Required
- Label
  Required
- Is Default?
Action
Write
- Person
  Required
- Primary
- Title
- Position Type
- Career
- Industry
- Location
- Summary
- Department
- Team Size ID
- Company Name
- Company
- Start date
- End date
- Skills
- Achievements
- Company Types
Action
Write
- Tag
  Required
- Project
  Required
Action
Write
- Company
  Required
- Link ID
  Required
- Website URL
  Required
- Title
  Required
- Type
  Required
Action
Write
- Person
  Required
- Phone ID
  Required
- Phone Number
  Required
- Label
  Required
- Is Default?
Action
Write
- Project
  Required
- Amount
  Required
- Currency
  Required
- Tag
  Required
- Due Date
- Paid At
- Note
- Recipient ID
  Required
- Recipient Type
  Required
- Recipient Name
  Required
Action
Write
- Subject
  Required
- Note
- Start Date/Time
  Required
- End Date/Time
  Required
- Timezone
  Required
- Location
- Agenda
- Tag
  Required
- Private
  Required
- Sensitivity
  Required
- All Day
  Required
- Details
- Include Details
  Required
- Include Name
  Required
- ID
- Label
- ID
- Type
- Full Name
- Email
- Microsoft Graph Integration ID
Action
Write
- Owner ID
- Project ID
- Project Type
- Resume/CV file
  Required
- Add filename and extension eg "example.png"
  Required
Action
Write
- Project
  Required
- Amount
  Required
- Currency
  Required
- Probability
  Required
- Revenue Owner
- Date
  Required
- Tag
  Required
- Percent
- Status
- Recipient Type
- Recipient ID
- Recipient Name
Action
Write
- Person
  Required
- Email Address
  Required
Action
Write
- Person
  Required
- Link ID
  Required
Action
Write
- Person
  Required
- From
  Required
- To
  Required
- Cc
- Bcc
- Subject
  Required
- Body
  Required
- Microsoft Graph ID
- Microsoft Graph Message ID
- Created At
- Attachments
- Attachments Info
Action
Write
- Invoice
  Required
- Template
  Required
- Due Date
  Required
- Number Pattern Info
- Invoice Number
  Required
- Locale
  Required
Action
Write
- Project ID
  Required
- Contact ID
  Required
Action
Write
- Person
  Required
- Id
  Required
Action
Write
- ID
  Required
Action
Write
- Assignment
  Required
- Candidate(s)
  Required
- Pipeline Tag(s)
  Required
Action
Write
- Fixed Fee
  Required
Action
Write
- Revenue
  Required
Action
Write
- Id
  Required
- Company Name
  Required
- Constraint
  Required
- End Date
- Description
Action
Write
- Project
  Required
- Invoice
  Required
- Reference Number
- Number Pattern Info
- Invoice Number
- Currency
  Required
- Amount
  Required
- Tag
  Required
- Description
  Required
- Status
  Required
- Invoice Date
  Required
- Due Date
- Paid Date
- Note
- Percent
- Status
- Recipient Type
- Recipient ID
- Recipient Name
Action
Write
- ID
  Required
- Pinned
  Required
Action
Write
- Id
  Required
- Person
  Required
- Degree/Qualification
  Required
- University / College / Awarding body
  Required
- Field of study
- Summary
- Primary/Main Qualification
- Start Date
- End Date
Action
Write
- Id
  Required
- Person
  Required
- Primary
  Required
- Title
- Position Type
- Career
- Industry
- Location
- Summary
- Department
- Team Size ID
- Company Name
- Company
- Start date
- End date
- Skills
- Achievements
- Company Types
Action
Write
- ID
  Required
- Project Name
  Required
- Company
- Project ID
  Required
- Owner ID
  Required
- Description
- Industries
- Start Date
- End Date
Action
Write
- ID
  Required
- Title
  Required
- Assignees
  Required
- Due Date
  Required
- Timezone
  Required
- Private
  Required
- Tag
  Required
- ID
- Label
- Recursion Type
- Recursion Frequency
- Recursion Days
- Note
- Priority
  Required
- Done
  Required
Action
Write
- ID
  Required
- Pinned
  Required
Action
Write
- Project, company or person ID
  Required
- Type
  Required
- File
  Required
- Add filename and extension eg "example.png"
  Required
Action
Write
- Name
  Required
Action
Search
- ID
  Required
- Type
Action
Search
- Location
  Required
- Level
Action
Search
- Project ID
  Required
Action
Search
- Person ID
  Required
Action
Search
- Phone number
  Required
Action
Search
- Project Id
  Required
Action
Search
- Name
  Required
Action
Search
- Project ID
  Required
Action
Search

About Ezekia

Ezekia is a platform for executive search firms to manage their assignments and business development campaigns.

Learn moreLearn moreHelpHelp

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Microsoft

Premium

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Update companies in Ezekia when contacts are updated in Microsoft Dynamics 365 CRM

Related Zap Templates

Update companies in Ezekia when contacts are updated in Microsoft Dynamics 365 CRM